by Ed Hinerman | Mar 8, 2012 | estate tax attorney, estate taxes, financial adviser, insurance, life insurance, term insurance
What do estate tax attorneys and financial planners have in common? Short,fat and bald? Maybe but not the answer I’m alluding to. They’re both working to keep the money you make in your family! Another good answer but still not quite where I was headed....
by Ed Hinerman | Oct 12, 2010 | insurance, life insurance
Whether fee based or fee only, a financial planner doesn’t just give you a plan. They actually follow through and make sure all of the parts are in place. The question often comes up about if it can be done less expensively and the honest answer is...
by Ed Hinerman | May 20, 2010 | insurance, life insurance
LIMRA surveys continue to show that most people (at least the grown up variety) agree that they need life insurance. The reason most often cited for not following through on that determination…..they’ve never been approached by anyone to talk about it. Not...
by Ed Hinerman | Oct 13, 2009 | insurance, life insurance
I am working with a client on two life insurance policies totaling over $10 million in death benefit and when we conferred with his accountant today on ownership questions I ran into a refreshing attitude. I have voiced my opinion more than once in this forum...
by Ed Hinerman | Jun 1, 2009 | estate taxes, guarantee, insurance, life insurance, term insurance, universal life, whole life
90% of life insurance agents cash those commission checks and forget anything they said about service. If this past year has taught us anything, we should have learned that a financial adviser that doesn’t stay on top of changes and doesn’t stay in touch...
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