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Eleanor Roosevelt once said, “Learn from the mistakes of others.  You can’t live long enough to make them all yourself.”  

  “Good morning! Thank you for calling Kasmann Insurance, this is Bill.” “Hi Bill, this is Mr. Jones and I need to turn a claim this morning.” “Oh no, I’m sorry to hear that Mr. Jones. What happened?” “My wife lost her wedding ring.” “Did you have the ring scheduled on an Inland Marine?”

  Spring doesn’t officially begin for a few more weeks and everything outside looks so dreary and feels so cold. We haven’t had much snow this year, but we have had enough unseasonably warm days teasing us to make it seem as though the grass has been dead for years now. Are you having a

Question: I received non-taxable life insurance proceeds, valued at $80,000 and want to share it with another sibling. Will my sibling have to pay taxes on the money?

When it comes to financial planning, many people have a wide variety of goals that extend far beyond simply securing a monthly income stream during retirement—which means that standard annuity and life insurance products may fall short.