1792 Alysheba Way, Suite 201, Lexington, KY 40509
FINRA | Broker Check | SIPC

Month: September 2017

Types of Life Insurance

You may have noticed we’ve been talking about life insurance this month. Each September is designated as Life Insurance Awareness Month by LifeHappens.org, and we always take the opportunity to further educate our client families by sharing stories and information.

Life Insurance – A Tool In the Financial Toolbox

Last week, Alex and I were honored to attend a conference for our broker-dealer/advisory company, where our team was recognized as one of the top in the country. Over and over again, other advisors and attendees came up and asked us what products we recommend, and where in the world we find all the great clients we work with.

Life Insurance in Real Life

September is Life Insurance Awareness Month, and as always, we’ll be sharing lots of information throughout the next few weeks about this important part of your financial plan.

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