For clients and prospects who have loved ones with special needs, there is often concern and uncertainty about how to fund the costs of their care.  A Special Needs Trust funded with life insurance can be a highly effective solution. Read more.

Life insurance is unique for its ability to provide cash at the time that it might be needed most – when income is interrupted due to death. An accelerated death benefit can also provide needed funds during a serious illness. Find out... Learn More

Women’s need for financial services continues to grow. With more women graduating from college than men, women are closing the pay gap and becoming the wealthier sex. The 2016 Allianz Women, Money, and Power® Study showed that more than one-third of women... Learn More

People under the age of 30 overestimate life insurance costs by 3x and often underestimate the importance of life insurance. Graduation is a time for new beginnings, but there are also new responsibilities. Student loan payments begin and although many millennials are... Learn More