I have a new whole life policy, now what?

A common question we get, whether it be from a client starting his or her first policy or from someone interested in learning more about dividend paying, high cash-value whole life insurance, is, “What do I do with a policy once I have it?”

Is Survivor Benefit Plan Right For Me?

Should I decline the Survivor Benefit Plan (SBP)? As with most financial questions, the answer to this one is, it depends.

Why should you care about Opportunity Costs?

What are opportunity costs? Every day, you make choices. You choose what time to wake up, what to eat for breakfast, what tasks to accomplish at work, and so on.