Showing posts with label life insurance. Show all posts
Showing posts with label life insurance. Show all posts

Friday, October 10, 2014

Medicare: 7 Things You Don't Know - #7. Not All Investments Count As Income



A handful of investment products are NOT counted as INCOME by Medicare. 

They include distributions from health savings accounts and Roth IRAs and Roth 401(k) plans;
proceeds from a reverse mortgage; income and loans from cash-value life insurance; and certain distributions from annuities in non-qualified accounts.



Wednesday, May 23, 2012

Thursday, September 8, 2011

Life Insurance: Unwisely Neglected In Financial Planning...

  • 49% — Of U.S. adults who have a financial advisor and a financial plan have discussed adding life insurance.

  • 47% — Of U.S. adults who have a financial advisor and a financial plan said their advisors have never reviewed their existing life insurance policy with them.

  • 28% — Of U.S. adults said they would be interested in a life insurance policy that included long-term coverage.


    Online survey conducted by Harris Interactive on behalf of Saybrus Partners, Inc., a life insurance partnership and subsidiary of the Phoenix Cos., Inc.  Poll was conducted in late July and surveyed 2,410 adults 18 and older, of which 786 said they currently have a financial advisor.