Insurance for Seniors

Retirement Watch highlights how to choose and manage insurance options courtesy of guru Bob Carlson

Found 59 Articles.
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survivorship-life-insurance-policies

The 8-To-1 Life Insurance Pay-off

February 1, 1998

I’m not a big fan of using permanent life insurance to solve estate planning problems. I think with some planning most estate planning goals can be reached with low-cost term insurance and other strategies. But there is a type of life insurance that can be very attractive. In fact, this insurance has such a big […]

too-much-life-insurance

Handling Unneeded Life Insurance

December 1, 1997

Are you one of many Americans who have too much life insurance? In last month’s visit I showed you how to determine how much insurance you need. In this visit, I’ll show you how to make the most of any excess coverage. Obviously, we’re looking at permanent cash value life insurance policies. If you have […]

estate plannig

Why Your Life Insurance Probably Is Wrong – How to Determine How Much Life Insurance You Need

November 1, 1997

Most of you have either too much or too little life insurance. It’s not your fault. Ask 10 financial professionals to estimate your life insurance needs, and you’ll probably get 10 different answers. But insurance premiums are too expensive for you to be buying excess insurance, and life insurance is too important for you not […]

October 2020:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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