CFG Blog

Insight on business, finance, insurance and retirement.

Life Insurance Awareness Month

Thursday September 10, 2009

September is Life Insurance Awareness month. You heard me: an entire month dedicated to raising the awareness of how life insurance can benefit your family and or business.

LifeHappens.org summed it up best as to why we utilize an entire month to spread the word.  "These are unsettling times. Over the past year, almost every pillar of our financial security has been shaken, one by one. The bursting of the real estate bubble, the precipitous decline in the stock market, a rapid...

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Section 151A Ruling

Wednesday February 11, 2009

Section 151A has been at the forefront of our discussions for insurance agents and our industry in general for sometime now. Unfortunately for our clients, the bill recently passed on December 17, 2008. Rule 151A intends to classify equity indexed annuities (EIA's) as securities. This ruling will penalize consumers along with the responsible insurance agents that have helped their clients weather a massive financial crisis without the massive loss that most people have...

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