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Some life insurance is marketed as ‘forced savings,’ but you still need a retirement account to save for the future

Can permanent life insurance replace a 401(k) or other retirement savings plan? I spoke with Ronda Lee at Business Insider to share my thoughts for this article that dives into this question.

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What is an attending physician statement for life insurance, and when do you need one?

When you’re shopping for life insurance, what should you do if you have pre-existing conditions or chronic illnesses? I answer this question in Ronda Lee’s latest article for Business Insider.

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If you have cancer or are in remission, you typically have a 5-year waiting period for life insurance

How should you go about shopping for life insurance if you’ve had a former cancer diagnosis? I shared some insights with Ronda Lee of Business Insider in a recent article.

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Do you need to pay taxes on a life insurance payout? Usually not, but there are a few exceptions

Ronda Lee of Business Insider shared my insights in her article on the tax impact of a life insurance policy payout.

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Contracting Business: Are You Managing or Just Keeping Track of Employees?

I’m honored to have a selection from Lead, Don’t Manage featured as the cover story of the June 2021 issue of Contracting Business.

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On the Money: Why Retirement Planning is Crucial for Women

I got to speak with Jenny Hoff of Austin Woman Magazine to discuss the importance of retirement planning, especially for women.

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You can sell your life insurance policy, but you’ll lose the death benefit

Sometimes individuals face situations that make them want to draw money out of life insurance while they are still alive. I shared insights with Ronda Lee of Business Insider about a few options available policyholders.

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You Think You’re a Good Listener, but You Could Be Better—Here’s How to Sharpen Your Listening Skills

I was asked to be part of a panel article for Real Simple Digital on improving your listening skills; I hope the tips I and others give here can help you build strong communication practices for healthy relationships.

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Mortgage protection insurance covers home loan payments if you die, but regular life insurance could be better

Not many people are familiar with mortgage protection insurance; it might be worth a conversation with a financial professional to see if it’s right for you. This article is a good starting point — I shared some insights that can help clarify this type of policy.

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You can buy insurance on someone else, but being family isn’t enough to qualify

To get life insurance for someone else, you need two things: an insurable interest in their lives, and their permission. Here are some insights about these requirements I shared with Ronda Lee of Business Insider.

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