In the News: Don’t lose sight of your sell strategy
In the Marietta Daily Journal, Bil Lako, CFP®, explains that when working with a financial adviser you define your fundamentals in an Investment Policy Statement. This includes your target asset allocation, your investment strategy, and the circumstances in which changes can be made to your portfolio, which includes your sell strategy. Read the article here […]
Return of Premium Life Insurance: Protection and Cash Back
While ROP life insurance returns some or all of the premiums you paid if you live past the term of your policy and haven’t cancelled coverage, that benefit comes at a cost.