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The Tax-Free Retirement Engine…An American Story

Nearly a hundred and eighty years ago an American engine was built to make special financial benefits available to all citizens. It was perfect. It worked. It was risk and maintenance free. It had inherent social and tax benefits that remain sacred today.

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You may need money NOW to avoid bankruptcy; to stay in your home and avoid foreclosure; to continue your children’s education…

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Steve Job’s Legacy and the Alliance Story

I’ve been doing a good deal of thinking about the “storied” success of Apple, Steve Jobs legacy, and how it relates to our industry and the Alliance Group’s purpose and belief.

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‘Tis the season to…

It’s that time again…the holidays are quickly creeping up on us. Are you prepared? Have you gotten all of your shopping done? Can’t think of what to get the people who seem to have everything? How about your children or grandchildren…got them squared away?

If not, here’s a suggestion: Life Insurance.

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The Sooner the Better!

Start saving early….the sooner the better. It’s just simple math really: the younger you are when you start saving for retirement, the less money will have to be allocated for that goal each year.

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Life Insurance: Why do I need it? What does it do?

So, why do you need life insurance? What often comes to mind when thinking about life insurance is that you can use it to pay final expenses. But there are other considerations to keep in mind. You can use life insurance as mortgage protection, income replacement, college funding …

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The MAIN reason to get Life Insurance…

Being that it is Life Insurance Awareness Month, I am constantly thinking of ways to get the message out there, get people educated, and help to protect their families and loved ones in the event that something unexpected happens. Life is NOT SCRIPTED. We all need to be prepared…

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September is Life Insurance Awareness Month.

Life insurance can do some pretty amazing things for people. It can buy loved ones time to grieve. It can pay off debts and loans, providing surviving family members with the chance to move on with a clean slate. It can keep families in their homes and pre-fund a child’s college education. It can keep a family business in the family. It can provide a stream of income for a family to live on for a period of time. Life insurance can do all of these wonderful things for your family…there’s just one small catch. You need to own life insurance.

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As life happens, we are continually faced with making a choice that involves a “what to do now?” dialogue with yourself and/or other interested parties. It might be a family member, a business associate, your doctor, or any host of additional participants. The choice might require a yes or no decision. Or perhaps, choosing between A, B or C.

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