Tag: insurance advisor

It takes a village…

by Joseph M. Maas | Aug 19, 2014 | Financial Planning | 0 |

If you’ve been following our blog, you’ve probably seen a number of posts over the last few months about exit planning, a complex topic that can be difficult to understand. Exit planning in its simplest form is a...

7 surprising benefits of life insurance

by Joseph M. Maas | Feb 7, 2014 | Financial Planning, Insurance | 0 |

Some of the applications for life insurance may surprise you because of their flexibility: 1. Life insurance is a non-reportable asset when applying for federal aid through a federal program such as FAFSA (Free Application for...