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  • Estate Planning Red Flag – You’ve designated the wrong beneficiary for your life insurance policy

    May / June 2015
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 241

    Abstract: Life insurance can be a powerful financial and estate planning tool, but its benefits can be reduced or even eliminated if the wrong beneficiary is designated or a person fails to change beneficiaries when his or her circumstances change. This brief article details three common pitfalls to avoid.

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  • Is your key person insured?

    October / November 2011
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 241

    Abstract: The death of a key person can affect a business’s credit standing and ability to secure financing, result in a loss of supplier and customer confidence and, as a worst-case scenario, force the sale of the company. This article explains how a key person life insurance policy can protect a business against these potential outcomes.

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