Whole Life Insurance Red Flags

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I regularly come across agents in the life insurance business who are recommending that their clients  purchase whole life insurance. While whole life has a lot of great benefits, it is not for everyone. Whole life insurance is a big commitment as it requires premiums to be paid for your whole life. As such, it is important as a consumer …

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Orthopedic Surgeon Life and Disability Insurance: What a difference a decade makes

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By Jamie K. Fleischner, CLU, ChFC, LUTCF President, Set for Life Insurance It’s amazing what can change in a decade. Today I reviewed an existing client’s insurance and a lot has changed since we first started working together in 2000. My client, “Dr. Foot” is an orthopedic surgeon living in New York who first came to me when he was …

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How Long Should I Keep My Life Insurance In Force?

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by Jamie K. Fleischner, CLU, ChFC, LUTCF President, Set for Life Insurance Yesterday I had some long time clients contacting me, asking me how long they need to carry life insurance. Their term policy was about to expire and their children are in still in high school. After discussing their situation, I discovered that college has been saved for and …

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