Financial Intel Monthly

Maximizing Your Insurance Benefits

Feb 18, 2020 12:17:54 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, insurance, Lump Sum, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retirement, Retirement Planning, Verizon, 401K, 72t, Age Penalties, Benefit Commencement Date, Workshops, TRG, benefits

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Understanding the threat of estate taxes on your life insurance proceeds is the first step in protecting these funds from unnecessary taxation. The next steps are determining the appropriate ownership of your policy and selecting a beneficiary. Although there are other alternatives, a life insurance trust can help avoid potential threats to the policy's proceeds.
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Understanding Insurance Company Illustrations

Feb 17, 2020 12:15:06 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, insurance, Lump Sum, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retirement, Retirement Planning, Verizon, 401K, 72t, Age Penalties, Benefit Commencement Date, Workshops, TRG

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A life insurance policy illustration is a text-and-graphics presentation of how a life insurance policy will perform at a selected interest rate, with an assumed number of predetermined premium payments and a "current" and "guaranteed" cost of insurance and expenses. A life insurance policy illustration is not a legal document--legal obligations are contained in the policy itself.
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Group Disability Insurance

Feb 12, 2020 12:18:15 PM / by The Retirement Group posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, insurance, Lump Sum, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retirement, Retirement Planning, Verizon, 401K, 72t, Age Penalties, Benefit Commencement Date, Workshops, TRG, Disability

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Life Insurance for Children

Feb 11, 2020 5:14:42 PM / by The Retirement Group posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, insurance, Lump Sum, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retirement, Retirement Planning, Verizon, 401K, 72t, Age Penalties, Benefit Commencement Date, Workshops, TRG, Children

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If you're thinking about buying life insurance for your child, consider the decision carefully. The main purpose of life insurance is to replace income lost after someone dies, and there's little doubt that your income could decrease upon your child's death, due to lost time at work or lost productivity. However, you should also consider protecting your child's future by purchasing more life insurance for you and your spouse.
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How Can I Upgrade My Insurance: Tax-Free?

Feb 10, 2020 1:19:35 PM / by The Retirement Group posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, insurance, Lump Sum, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retirement, Retirement Planning, Verizon, 401K, 72t, Age Penalties, Benefit Commencement Date, Workshops, TRG, tax-free

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Responding to the changing needs of consumers, the life insurance industry has developed some alternatives that go much further in satisfying a variety of financial needs and objectives than some of the more traditional types of insurance and annuities.

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Beyond the Basics: Disability Income Insurance Riders

Feb 6, 2020 2:30:43 PM / by The Retirement Group posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, insurance, Lump Sum, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retirement, Retirement Planning, Verizon, 401K, 72t, Age Penalties, Benefit Commencement Date, Workshops, TRG

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Riders are policy add-ons that enable you to customize an individual disability policy to fit your needs. By using riders, companies do not require every policyowner to pay for every optional feature, whether they want it or not.
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Why Buy Insurance?

Feb 5, 2020 12:28:36 PM / by The Retirement Group posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, insurance, Lump Sum, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retirement, Retirement Planning, Verizon, 401K, 72t, Age Penalties, Benefit Commencement Date, Workshops, TRG

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When you drop a quarter into a slot machine, you know that your chances of winning are pretty slim. But risking a quarter (or perhaps much more than a quarter) may be worth it to you if the potential payoff is great enough. Insurance is a lot like that. You pay premiums not because you expect to die today, get into a car accident next week, or lose your home in a fire next month, but because the peace of mind it offers and the financial protection it could provide are worth it. You don't have to bear the risk of financial loss alone. Insurance is all about risk and financial protection.
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Buying Short-Term Health Insurance

Feb 18, 2019 5:20:46 PM / by The Retirement Group (800) 900-5867 posted in ExxonMobil, financial freedom, Financial Planning, health insurance, insurance, Money, The Retirement Group LLC, 72t, age penalties, AT&T Pension, AT&T seminar, Benefit Commencement Date, benefit commencement date, benefits help, Verizon Pension

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doctor pointing at tablet laptop Buying Short-Term Health Insurance

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Health Insurance for Travelers

Feb 5, 2019 9:38:53 AM / by The Retirement Group (800) 900-5867 posted in financial freedom, income, insurance, invest, life insurance, Money, priorities, Retirement, Retirement Planning, retirement planning, stocks, The Retirement Group LLC, travel, 401k, access.att, Age Penalties, ATT

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Handling a Dispute with Your Insurance Company

Jan 10, 2019 9:46:16 AM / by The Retirement Group (800) 900-5867 posted in broker, crytocurrency, Early Retirement, Economic Report, Economy, insurance, insurance agent, legal, life insurance, Money, money management, NGC, PPA, Retired, retirement planning, The Retirement Group, third party, Uncategorized, 401k, 72T, access.att, Age Penalties

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