Blog

The Benefits of an Annuity vs a Bank CD

The Benefits of an Annuity vs a Bank CD
Posted on February 2024

Are you concerned that CDs do not pay sufficient income? Do you feel that your CD income is heavily reduced by taxes? If so, it may be time to consider a deferred annuity.

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A Solution for your RMD

A Solution for your RMD
Posted on January 2024

Are you comfortable enough financially that your Required Minimum Distributions (RMDs) from qualified accounts aren’t needed for living expenses? Then consider using them to help maximize your legacy.

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Do you L-O-V-E life insurance?

Do you L-O-V-E life insurance?
Posted on September 2023

American consumers’ top three financial concerns are health coverage, savings goals, and living expenses.1 What if we told you their fourth financial concern, life insurance, had the potential to solve for the first three?

Let’s take a look at some reasons to LOVE life insurance and what it could do for you.

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Dental, Vision & Hearing

Dental, Vision & Hearing
Posted on August 2023

Do I really need Dental, Vision & Hearing insurance? Oral and ocular health can be key indicators in detecting early states of many health issues. It’s important to have regular dental cleaning, vision and hearing exams for optimum health.

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The Types of Life Insurance

The Types of Life Insurance
Posted on July 2023

What type of life insurance is best for you? Should you consider term insurance or permanent insurance. Click learn more to review the differences or call me today to discuss which life insurance coverage is right for you.

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Services We Offer

Services We Offer
Posted on June 2023

We prioritize your financial goals to ensure they come to fruition. Whether it's protecting your income, your health or your family's legacy, we are dedicated to serving your needs, addressing your concerns and creating solutions. We draw from our experience and expertise to provide solutions that give you peace of mind.

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Turning 65

Turning 65
Posted on May 2023

Celebrating 65 years is a BIG deal! It's a wonderful milestone and a great segue to your Golden Years. It's also the time when you need to enroll in Medicare. Medicare can be a bit confusing and a little overwhelming, but I'm here to help you navigate the Medicare waters. I'll answer any questions you may have, guide you with your enrollment process, should you need help, and I'll assist you with additional, supplemental coverage.

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Critical Illness Fact Sheet

Critical Illness Fact Sheet
Posted on April 2023

Who needs Critical Illness insurance and why? Critical Illness insurance is insurance that pays a lump sum benefit upon diagnosis of a critical illness (cancer, heart attack, stroke) or condition. A critical illness insurance payout helps your clients avoid the financial strain that a major illness can create so they can focus on their recovery.

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Life Happens

Life Happens
Posted on March 2023

Diligent, hardworking, civic-minded, a family man. These are all terms that Sara Mathews Dixon uses to describe her husband, Jay. And it was those qualities that made a great husband and father, and a dedicated police officer.

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How long could you make it without your income?

How long could you make it without your income?
Posted on February 2023

Ask 3 simple questions to build your disability income insurance (DI) plan. (1) How much do you need to cover your basic monthly expenses? (2) How long might you need DI benefits to last? (3) How long could you go without a paycheck?

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Why traditional LTCi remains firmly rooted as a viable LTC planning solution.

Why traditional LTCi remains firmly rooted as a viable LTC planning solution.
Posted on January 2023

When it comes to planning for long-term care, today’s consumers have more choices than ever before. While nontraditional funding options may work for some people, a traditional LTCi policy remains the best solution for many of your clients.

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CD vs Annuities

CD vs Annuities
Posted on December 2022

Are you concerned that CDs do not pay sufficient income? Do you feel that your CD income is heavily reduced by taxes? If so, it may be time to consider a deferred annuity

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Medicare Supplement Plan Types

Medicare Supplement Plan Types
Posted on November 2022

Medicare Supplement Plan types compared in chart. This chart compares the description of services with the most comprehensive to the least comprehensive Supplement Plans available.

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Affordable Dental Options

Affordable Dental Options
Posted on October 2022

The Mutual of Omaha Dental Savings Plan provides dental savings of 5% — 60% on dental care and more at a price that fits your budget. The plan also offers easy access to savings on vision and eyewear, as well as hearing care services. It’s the type of value-added plan you expect from Mutual of Omaha.

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OLD vs. NEW term life insurance

OLD vs. NEW term life insurance
Posted on September 2022

Did you know? 44% of American householdswould have trouble paying living expenses in six months or less if their primary wage earner died.1 It’s clear that there is a great need for life insurance, but did you know that today’s term life insurance may be a lot different from what you’re used to?

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