Insurable Interest

The Purpose of Insurance An important topic insurance training covers is the function of an insurance company and the legal […]


Insurance Underwriting

How Risk Affects an Insurance Application When an insurance company ‘underwrites’ a health or life insurance application, it assesses the […]


What is an Annuity?

Retirement Cash Flow An annuity is a financial tool that will provide a succession of payments to a policyowner, or […]


Insuring a Partnership or Corporation Buy-Sell Agreements

Life insurance is similar for a business as it is for an individual in protecting against the financial loss associated […]


Health Insurance Replacement

As with any successful business, ongoing commitment to customer satisfaction is the key to business growth.  It is even more […]


Traditional IRA vs Roth IRA

Planning for Retirement Individual retirement accounts, or IRAs, were enacted by Congress in 1974 as part of the Employee Retirement […]