The AFI GroupOur lives inevitably change requiring us to evolve with the momentum. And for those holding life insurance policies, keeping your policy up-to-date and relevant to your life is essential. A variety of events can come our way at any moment, so remember to take steps and ensure your accounts reflect today’s needs.
The AFI GroupNavigating complex terms when managing your finances is an ongoing responsibility. Yet, with all the information to process, understanding the plethora of jargon and industry-specific terms can be cumbersome. We’re continuing our quick guide to common terms, so you have resources to help make sense of the details associated with your financial life.
The AFI GroupLife insurance policies and annuities can be a helpful tool for providing extra protection and income for yourself and your family. But, you can also receive deeper benefits thanks to certain tax advantages that each investment offers. Here are some common ways that life insurance and annuities provide you with tax benefits.
The AFI GroupLife insurance and annuities can bring protection and retirement income that is essential for many people’s financial needs and goals. And when you purchase these items, you gain the opportunity to name beneficiaries who will receive distributions after you pass away.1 This article provides insight into why you name beneficiaries and how doing so can help protect you and your estate.