Common Tax Traps Involving Life Insurance photo of man in box, holding oar, in a sea of papers.

December 17, 2021

Presented by Ben Murphy, CPA, PFS™: Life insurance delivers cash to beneficiaries when it’s needed most. Plus, if the policy is properly structured, the beneficiaries receive the death proceeds income tax free. By understanding Read More...
Life insurance underwriting process image shows documents, calculator and pen

June 6, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: The primary purpose of life insurance is to provide financial security for families and businesses. But Read More...
Insuring your business image shows woman with briefcase walking across tightrope

May 17, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: Insurance coverage is available for every conceivable risk your business might face. Below, you’ll Read More...
Hail Season is Just Around the Corner

January 29, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: In May 2020 alone, hail caused over $1.4 billion in damages around Texas. Hail season normally runs Read More...
Curbing the Cost of Healthcare Shows a Doctor and Nurses in an Operating Room.

December 28, 2020

Presented By Tom Kennedy, CFP®: Health care expenses are a major concern for people of all ages, from recent college graduates to those nearing Read More...
Health Insurance Resources for Laid-Off Workers with cartoon image of doctor, health insurance card, and heartbeat in background.

April 9, 2020

Presented by Dean Elliott: If you or someone you know has recently experienced a layoff or reduction in work hours, you may be wondering what options Read More...