Insurance
April 2, 2020
We will be posting updates on all stimulus packages on True Wealth & Company’s LinkedIn Page. To get notifications when we post updates, click on the link for the stimulus package you are interested in and choose to “Follow” the page. Coronavirus Stimulus – Families Coronavirus Stimulus – Businesses As you know, the coronavirus pandemic has created both a health crisis and an economic crisis. As of this writing, there are over 160,000 known cases.1 By the time you read this, there will certainly be more – and that number does not reflect those who have been infected but […]
March 19, 2020
We know when there is global panic, it can’t help but to spill over into our families. We know a lot of people are concerned. While we haven’t had a ton of panicked client calls, (we are proactively dialing out as fast as we can), and our clients tell us repeatedly, “you have trained us well”, we have had a few folks who are nervous about current events. And those few prompted this outreach. It’s natural to fear the unknown. We are all human. And when “they” yell long enough, and loud enough, that the sky is falling, we all […]
August 2, 2016
Yes, I said it. Whole Life Insurance Just Plain Sucks! My Mom always told me to never use that word. That it’s not proper or nice to use. And I agree, unless something really does suck. And whole life fits the bill. From my seat as a Certified Financial Planner™ practitioner, many people have brought in their whole life statements over the years. Typically they were sold their whole life policy by a college buddy that was just getting started and they wanted to help them out. Others are successful business owners that needed some form of insurance and they were […]