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Value Creation Blog

5 Reasons You Need To Do a Life Insurance Review

5_Reasons_You_Need_To_Do_a_Life_Insurance_Review.pngI often talk with Clients about their life insurance program.  Some people have life insurance for estate planning, others for business continuation and still others for survivorship planning.  In all cases you might want to get yourself a life insurance review.

If you’re interested in what my five reasons are…..read on:

Your insurance company could be having a bad run.

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Topics: life insurance, investing


Be Smart, Put Your Family First

family_firstOne of my requirements if you do business with me is we have an alignment meeting between you, your spouse and I.  I do this for a reason.  I want to find out how your spouse feels about your business.  I want to understand how much risk he or she thinks you’re taking.

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Topics: life insurance, estate planning, spouse


6 Reasons Buying Life Insurance Is No Fun in Burlington, Stowe, VT

life insurance stoweWhen I first got into the financial services business I worked for a life insurance company.  It’s a really well respected company.  I thought the need for life insurance was obvious and it would be easy to sell.  I was wrong.  Here are some reasons I think it’s hard for you to buy insurance.

Life insurance is complicated.

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Topics: life insurance, communication, personal value


Entitlement And Financial Planning

retirement insert
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Topics: life insurance, financial planning, financial planning, medical insurance, lifetime income, entitlement


4 Reasons You Want To Keep Your Skills Current

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Topics: life insurance, retirement planning, retirement, end of life, politics, lifetime income, family


5 reasons why Life Insurance in VT should be held outside the business

life insurance VTI often write a lot about the exit planning process or business value enhancement process for private business.  There is another part of wealth management that’s very important, but is often overlooked.  That part is disaster planning for the business owner…..specifically what happens if the owner dies or becomes disabled.

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Topics: life insurance, life insurance review, financial planning, wealth management


5 reasons for a life insurance review in Burlington,Stowe, VT

life insurance VermontI often talk with Clients about their life insurance program.  Some people have life insurance for estate planning, others for business continuation and still others for survivorship planning.  In all cases I strongly believe that having a life insurance review process in place for all policies that are over five years old is important.

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Topics: life insurance, life insurance review, risk management, estate planning


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