Life insurance

Can you be forced to pay Mom or Dad’s Nursing Home Bill?

  This may not be as unlikely as you think!  A recent article in Forbes highlighted this issue.  To view the entire article goes to: http://www.forbes.com/sites/northwesternmutual/2014/02/03/who-will-pay-for-moms-or-dads-nursing-home-bill-filial-support-laws-and-long-term-care/. One of the byproducts of new medical technology is longer life expectancies.   In the past a stroke, heart attack or cancer may have killed us.  Now with new medical …

Can you be forced to pay Mom or Dad’s Nursing Home Bill? Read More »

Do you know how to get your annual Social Security Statement?

  Many clients have asked me this question:  “In the past I received my Social Security statement by mail near my birthday. I have not received one recently, what happened?” The U.S. Social Security Administration no longer mails the statements.  You can still get your statement annually by creating an online account on “My Social …

Do you know how to get your annual Social Security Statement? Read More »

Did you ever check what you are paying for your Group Supplemental Life Insurance?

It may be too late. . . Summertime is a great time to review your employer’s group benefits. In October I get a lot of calls from my clients asking me to review their group supplemental life insurance.  They have received the packet of employee benefits for the following year and they need to make …

Did you ever check what you are paying for your Group Supplemental Life Insurance? Read More »

Would you like a 42 inch HDTV?

Congratulations to John Mervin, our 2012 Spencer Referral Reward$ Grand Prize winner! John won our Grand Prize, a 42 inch HDTV.  You could be our next winner.  Find out how you can be our Next Winner. I would also like to congratulate our Monthly Big $pin Winners: January            Jim Bradley February          Keith Edwards March             Mark …

Would you like a 42 inch HDTV? Read More »

I am preparing for retirement and downsizing. How does that affect my insurance?

  This is the time of year we start looking ahead and planning for the future.  We make resolutions and set goals. There are many items you need to evaluate as your prepare for retirement.  You need to review your auto and homeowner’s insurance to make sure you are taking advantage of all discounts and …

I am preparing for retirement and downsizing. How does that affect my insurance? Read More »

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