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Why is life insurance underwriting so rigorous?

Life insurance underwriting is one of the most thorough and comprehensive assessments you will go through in the financial marketplace. Think about all the factors that are covered: your current health. Medical history. Family medical history. Occupation. Hobbies. Lifestyle. Finances.…
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Two words that many mistakenly assume mean the same

by Angie Carlson | Money doubts and negative self-talked are enhanced by two words that many mistakenly assume mean the same thing. Before I reveal the words, let’s note what false doubts and negative money self-talk can sound like:~ Budgeting…
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Me retire? No chance!

There are lot of “plusses’ to not retiring. And they definitely influence life insurance planning. Let me explain. My father Leon Kobrin worked into the last year of his life. So did his father, my Grandpa Harry. You can bet…
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What two organs tag-team to create a money saboteur?

by Angie Carlson Your body has two organs that tag-team to unleash a personal money saboteur. As a successful duo, they start off subtle. One small choice isn’t seen as enough to gain traction with money. Planting the initial seed…
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Healing the hole in your life

I have had some very deep and moving conversations with clients recently. They each dealt with the “taboo” topic that people like to brush under the rug: death; in particular, their own mortality. The topic of life insurance can make…
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Importance of progress

by Angie Carlson| This is for you if you are discouraged that the progress you want to see is taking too long. Infants try to walk before they feel ready. Pull themselves up on furniture. Hold your hands to take…
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It’s not just about the price

Is buying term insurance as easy as logging on to an-online platform, and simply picking the lowest premium? Not always. As a matter of fact, it usually is not. First of all, you have the qualifying underwriting questions. A “yes”…
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The Midnight Hour

What kind of thoughts keep you up in the middle of the night? For many of us, they are financial worries. Job security. Paying bills on time. Debt. Keeping up with inflation. Underneath it all, is the nagging fear that…
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When is your turn?

by Angie Carlson| Tired of waiting for your turn to solve your money challenges? Your turn to win the Powerball.Your turn to have your money prayers answered.Your turn to not experience guilt shopping for the holidays.Your turn to ______________. Instead…
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When the nest is no longer empty

Many planners and advisers coach their clients to prepare for “Empty Nest Syndrome.” This is the time of life when the kids are out of the house and on their own. The parents no longer have to support them. This…
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