by Greg Bates | Sep 13, 2021 | Financial Industry News, Insurance Planning
BKA Financial & Proformex have entered into a strategic partnership aimed at improving the life insurance ownership experience for clients. Their objective is to further redefine the industry standard for post-sale policy servicing by providing easier access to...
by Greg Bates | May 29, 2020 | Financial Industry News, Insurance Planning
The interest rates on loans, including bonds, are at an unbelievable low due to the global pandemic. This will affect the health of existing life insurance policies. What’s Happening Whole Life and Universal Life (not variable or indexed). These are called...
by Greg Bates | Dec 13, 2018 | Insurance Planning
You insure your home, car, health and even have pet insurance; so why wouldn’t you insure your life and income? If you’re working hard toward a financial goal, you should think about life insurance. There are, however, some familiar excuses not to use...
by Greg Bates | Nov 29, 2018 | Insurance Planning
Your parents spent years caring for you when you were a child. There may come a time for you to return the favor. Understanding how elder care can affect your life, and your parents’, will help feel confident that you’re making informed decisions about...
by Greg Bates | Nov 2, 2018 | Financial Industry News, Insurance Planning
National Long-Term Care Awareness Month is an annual designation observed in November. Did you know that 70% of men and women over the age of 65 will need some kind of long-term care services? This kind of care can be very expensive and take a toll on the family as a...
by Greg Bates | Aug 31, 2018 | Financial Industry News, Insurance Planning
Life Insurance is a scary subject. Why? Because it means we have to talk about the inevitability of death. But here’s why it’s important to talk about it. How many times have we been invited to a plate sale to help support a family who unexpectedly lost a loved...
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