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  • Home
  • My Life
    • Child Savings Plan
    • Diabetic Life Insurance
    • Final Expense Insurance
    • Funeral Burial Insurance
    • Living Benefits Insurance
    • Mortgage Protection Insurance
    • Mortgage Disability Insurance
    • New Parent Life Insurance
    • Smoker Life Insurance
    • Spouse Life Insurance
    • Term Life Insurance
    • Universal Life Insurance
  • My Health
    • Christian HealthCare Ministries
    • Health Care Exchange
    • Medicare, Medicare Advantage, Medigap & Medicaid
    • Suplemental Health Plans
      • Accidental Insurance
      • Cancer Wise Plus
      • Critical Illness Direct
      • Dental & Vision
      • Heart or Stroke
      • Hospital Indemnity
      • Short Term Disability
  • My Wealth
    • Debt Consolidation
    • The Disadvantages of the 401(k) retirement plans
    • The Disadvantages of 529 education plans
    • What is an Annuity?
    • Life Income Annuity
    • Annuity Exchange
  • About Us
    • My Career
  • Contact Us
    • Book an Appoitment
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    • My Wealth
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Read more about the article Are you missing these 5 small business tax deductions?

Are you missing these 5 small business tax deductions?

  • Post author:Admin
  • Post published:April 1, 2024
  • Post category:My Wealth

While taxes can’t be escaped, there are ways to help lessen the impact. When it comes to managing your own firm’s tax situation, remember these IRS tax reform provisions that…

Continue ReadingAre you missing these 5 small business tax deductions?
Read more about the article Top 5 index factors to consider

Top 5 index factors to consider

  • Post author:Admin
  • Post published:March 1, 2024
  • Post category:My Wealth

Despite sharing the same basic structure, all fixed indexed annuities (FIAs) are not created equally. While the S&P 500® is the most popular benchmark index for FIAs, a growing segment of…

Continue ReadingTop 5 index factors to consider
Read more about the article Create financial resolutions that can lead to results

Create financial resolutions that can lead to results

  • Post author:Admin
  • Post published:February 1, 2024
  • Post category:My Wealth

While setting goals is a great way to move toward what you want in life, New Year’s resolutions are not always easy to keep. Research shows that nearly a quarter…

Continue ReadingCreate financial resolutions that can lead to results
Read more about the article Lunch & Learn – Fraud & Scam Prevention

Lunch & Learn – Fraud & Scam Prevention

  • Post author:Admin
  • Post published:January 4, 2024
  • Post category:
  • Post comments:0 Comments

Why should I attend? Fraud occurs when attempts are made to mislead someone with the promise of goods, services, or financial benefits that do not really exist, were never planned…

Continue ReadingLunch & Learn – Fraud & Scam Prevention
Read more about the article Lunch & Learn – Fraud & Scam Prevention

Lunch & Learn – Fraud & Scam Prevention

  • Post author:Admin
  • Post published:January 4, 2024
  • Post category:
  • Post comments:0 Comments

Why should I attend? Fraud occurs when attempts are made to mislead someone with the promise of goods, services, or financial benefits that do not really exist, were never planned…

Continue ReadingLunch & Learn – Fraud & Scam Prevention
Read more about the article Lunch & Learn – Fraud & Scam

Lunch & Learn – Fraud & Scam

  • Post author:Admin
  • Post published:January 4, 2024
  • Post category:
  • Post comments:0 Comments

Why should I attend? Fraud occurs when attempts are made to mislead someone with the promise of goods, services, or financial benefits that do not really exist, were never planned…

Continue ReadingLunch & Learn – Fraud & Scam

Scam & Fraud Prevention

  • Post author:Admin
  • Post published:January 4, 2024
  • Post category:
  • Post comments:0 Comments

Why should I attend? Fraud occurs when attempts are made to mislead someone with the promise of goods, services, or financial benefits that do not really exist, were never planned…

Continue ReadingScam & Fraud Prevention

Scam & Fraud Prevention

  • Post author:Admin
  • Post published:January 4, 2024
  • Post category:
  • Post comments:0 Comments

Why should I attend? Fraud occurs when attempts are made to mislead someone with the promise of goods, services, or financial benefits that do not really exist, were never planned…

Continue ReadingScam & Fraud Prevention
Read more about the article Turning 65 Medicare

Turning 65 Medicare

  • Post author:Admin
  • Post published:January 4, 2024
  • Post category:
  • Post comments:0 Comments

Why should I attend? Enroll in Medicare? Maybe Yes, Maybe No. What are my options? Which plan is the best based on my needs Which rules apply to me Penalties…

Continue ReadingTurning 65 Medicare
Read more about the article Turning 65 Medicare

Turning 65 Medicare

  • Post author:Admin
  • Post published:January 4, 2024
  • Post category:
  • Post comments:0 Comments

Why should I attend? Enroll in Medicare? Maybe Yes, Maybe No. What are my options? Which plan is the best based on my needs Which rules apply to me Penalties…

Continue ReadingTurning 65 Medicare
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RSS Wealth Management

  • Aboon, a TPA Designed for Advisors, Raises $17.5M in Seed Funding
  • Edelman Financial Engines Elevates New President to CEO While Considering Long-Term Plans
  • Wirehouses Beat Q3 Estimates, With Eyes on Crypto, Alts and Lending
  • $6B RIA Alesco Advisors Acquired By Local Credit Union
  • Navigating Required Minimum Distributions

RSS Business News

  • Gas prices could drop below $3.00 mark nationwide as costs continue falling across America: reports
  • Chinese company launches autonomous flying taxi with 100-mile range
  • REI to close three Northeast stores in 2026 as it adapts to shifting markets and customer needs: report
  • LARRY KUDLOW: China going rogue is gonna hurt them a whole lot more than us
  • NYC mayoral candidate Mamdani doubles down on socialist policies such as free buses, universal childcare

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