Funding A Buy-Sell Agreement With Life Insurance

from EideBailly ( As a partner or co-owner (private shareholder) of a business, you’ve spent years building a valuable financial interest in your company. You may have considered setting up a buy-sell agreement to ensure your surviving family a smooth sale of your business interest and are looking into funding methods. One of the first methods you should consider is … Read More

What Type Of Trust Should You Create For Your Estate?

from Metlife (financial wellness) A trust can be a great way to protect your assets and help provide income to your family if you pass away. But how do you determine what’s best for you and your family? Learn more about different trusts, so you can choose the right one when you’re doing your estate planning. Revocable trust This type of … Read More

Here’s Everything You Need To Know About CalSavers

from guideline ( With one in five Americans having saved nothing for retirement, it’s more important than ever for businesses to help and encourage their employees to save for the future. Retirement plans, such as 401(k)s and IRAs, may offer significant tax advantages for savers. Employees are 15 times more likely to save for retirement when their company offers a retirement plan. Still, many … Read More

Turning 65 And Still Working? Here’s How It Affects Medicare

from ( It’s important to understand how your current coverage works with Medicare. If you have questions about your current insurance, the best source of information is your benefits administrator, insurer, or plan provider. I have employer coverage and… I’m Turning 65 If you aren’t getting benefits from Social Security (or the RRB) at least 4 months before you … Read More

Medicare Part D Costs

Medicare Part D Prescription Drug Plans 2021 Although it is said that the “Doughnut Hole” no longer exists, there are still stages that affect the cost of prescription.  Please see the information below. Your plan deductible is also a consideration as to how much you pay out of pocket and the Tier in which your prescription falls. Initial Coverage Stage … Read More

Disability Insurance Cost

Courtesy of Have questions about Disability Insurance? Contact us at 818-253-1736 … We’re Here To Help! According to the Council for Disability Awareness, one in four 20-year-olds will become disabled before retirement. This type of disability may be related to a temporary illness or injury. However, they will be qualified as disabled and unable to work for a time. That … Read More

Getting Prepared To Explore The World Again

While the past year prevented many from traveling, the desire to take that previously scheduled trip or long-planned vacation hasn’t subsided. With all the cheap flights and vacation deals, you may be thinking that 2021 is finally the right time take that trip of your dreams. Dreaming is one thing. Feeling ready to book a trip is another. Here are … Read More

Petersen StarCover Disability Insurance

Most people insure their material possessions — their homes and cars, for example. But many people don’t insure what is probably their most valuable asset — their ability to work and earn income. If a person becomes sick or injured and can’t work, will that person be able to pay bills and maintain the same or similar standard of living? … Read More

American Rescue Plan Fact Sheet

The American Rescue Plan was signed into law, less than a month ago, on March 11, 2021 by President Joseph Biden. This is fast moving legislation and all aspects of the law have not been implemented at the state level as of this writing. Stay tuned to our newsletter and emails for updates as to how this law is being … Read More