What CARES Act Means For Graduates and College Students

COVID-19 has changed our lives drastically. Who would have thought to pass almost half an academic year taking virtual classes, right?  What does this sudden outbreak mean to the college students and graduates? All universities are taking online classes, with students keeping up with the fact that this is what their college life is going to be [...]

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Five misconceptions about life insurance premium financing

Published on 8/11/2020 A protection cover such as the one provided by life insurance is unmatched. While there are many insurance variants out there in the market, [...]

Indexed Universal Life insurance: A lucrative strategy to help pay for your child’s college education

Published on: 8/10/2020 College costs are rising, and more and more parents are looking for creative ways to afford the kind of education they want their children to [...]

Done with taxes? Here’s a list of tax records you should keep!

Published on 7/30/30 We’ve reached the end of the 2019 tax cycle, and we are sure most of you must have filed your tax returns by now. We understand how big a relief [...]

Understanding Potential Estate and Gift Tax Threats

Published on 7/29/2020 The tax debate has been going on for decades. Federal taxes especially have been lower for the past few years. The exemptions on the estate and [...]

Life insurance premium financing: A potential strategy for thriving business

Published on 7/20/2020 A business is not only mathematics related to profit and loss. There is so much more to running a business than maintaining numbers. Building [...]

Top 3 occupations that make for an ideal premium financing candidate

Published on 7/15/2020 The importance of having life insurance has grown over the past few months. The demand for life insurance among individuals has gone up. [...]

Here’s why Tax Day is important if you had a Capital Gains Event in 2019

Published on 7/13/2020 July 15 is notoriously vital for all taxpayers as the last date to file the taxes for the year 2019-20 without any penalty being levied. Tax [...]

What to do if you cannot file your taxes by the deadline, July 15

Published on 7/10/2020 July 15 is also known as the dreaded ‘Tax Day’ to most citizens. Tax Day is knocking our doors with less than a week to go. The original [...]

Here’s what you need to know if you plan to claim Social Security benefits amid COVID-19

Published on 7/6/2020 A good chunk of an average American’s income goes towards their retirement fund. It not only guarantees a regular flow of income even after [...]

Top tax deductions to review before the tax day

Published on 6/29/2020 With less than three weeks for the Tax Day, all American residents, expats, and those living in different corners of the world have buckled up. [...]