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What Do I Need to Know About Life Insurance for Older People?

A recent article in USA today states that older workers may still need life insurance. This is true. Here is what you need to know: Be sure to consult with a planner, and a broker who specializes in policies for…
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Will My Spouse Get My Life Insurance Benefit?

You purchase a life insurance policy to provide financial security for your family. You are attracted to the guarantees of the product, and to the financial strength of the carrier. You think through the amount needed, and budget for the…
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How to Get Life Insurance and Plan Your Estate

How to get life insurance and plan your estate? That was a topic recently discussed by two close friends and business owners. Ross, a 50-year-old manufacturing industry executive, sits down for lunch one day with long-time friend George, a 68-year-old…
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Why Do Leaders Fail?

In his commentary on this week’s Bible portion, Rabbi Sacks talks about failures in leadership. Let’s review some of his teachings and see to what extent they ring true. Two types of failure Leaders can fail for two kinds of…
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The Dollars and Sense of Valentine’s Day

In the financial world we are constantly trying to economize. How can we provide more value for less cost? The economy of life insurance is very much appreciated because every dollar of benefit costs literally pennies in premium. And, both…
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Have Sex and Buy Life Insurance

Did you happen to catch the article by relationship columnist Elizabeth Bernstein in the Wall Street Journal the other day? It is very instructive for married couples who want to have more sex – especially men. With all seriousness, I…
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How Much is Your Self-Worth, Worth?

The purchase of life insurance is very much about self-worth, about holding yourself and others in high esteem. People buy a policy so their surviving family members can retain their independence. No one has to feel the shame of asking…
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15-Year-Old Girl Inherited $25 Million After Actor’s Tragic Passing

Popular actor, tireless humanitarian, and generous philanthropist Paul Walker passed on tragically on November 30, 2013. Walker and Roger Rodas, a friend and advisor, died in a car crash. His teenage daughter, Meadow, is the sole beneficiary of his entire…
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The Preservation of Your Good Name

What is it that can last forever and still be considered yours? It is not your possessions. It is not your properties, your businesses, or your investments. These all will be taken by interested parties, both governmental and private, when…
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Our Heritage of Preventing Governmental Abuse of Power

The current US administration has been accused of a “tyrannical abuse of power”. Poll after poll indicates that “most Americans generally think that politicians are untrustworthy. So why trust them with so much power?” How could we have avoided this…
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