Learn Category: Insurance Planning

Find out if surrendering your life insurance policy is the right move for you. Learn about cash value, tax implications, loan options and alternative strategies to keep your policy intact

Not sure whether term life or whole life insurance is right for you? Find out the key differences between these two types of policies so that you can make an informed decision.

Long-term care insurance is just one of several options to explore to protect your assets from unforeseen medical issues. Learn all you need to know and decide if it’s an option for your financial plan.

Medicare’s open enrollment period runs from October 15 – December 7. Here’s what you need to know.

Thinking of buying travel insurance? Learn the ins and outs of what you should look for, potential exclusions, and available credit card benefits that may provide coverage.

Understand the basics of infinite banking and the pros and cons associated with this complex financial strategy.

Learn the importance of regularly reviewing your insurance policies and how to evaluate your coverage for homeowners, life, health and auto.

Learn how much umbrella insurance you need, the costs, potential risks, and the variety of scenarios these policies can cover.

Disability income insurance is a safety net that provides financial security if you cannot work due to an illness or injury.

Does it make sense to buy insurance for a pet? Here’s how to evaluate what options make the most sense for you and your pet.

Here’s what you need to know about coverage, premiums and how to get started.