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This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap. Explore some key factors between the housing squeeze and recent signs that suggest it may be easing. How much life insurance would you need to produce a sufficient income stream for your family? Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Mark is an advisor to affluent individuals, family-owned businesses and privately held companies for over 35 years.
He is recognized for his experience in the area of wealth preservation and business succession planning.
Mark is a member of the Association of Advanced Life Underwriters, the leading legislative organization in the life insurance industry, where he serves on the Legislative Circle Program Committee.
In addition, Mark is a member of the Affinity Group and the National Association of Insurance and Financial Advisors (NAIFA).
To provide advice regarding all aspects of Life Insurance in a way people can truly trust and understand.
We help enable people with lots of complexity and facing lots of risk to understand and address their issues in the simplest manner possible.
We help enable business owners to fully understand and address the risks they face, creating predictability in dealing with inherently unpredictable issues.
One of the troubles with risk is that it's recognized by everyone, yet its definition is unique to each individual and family.
No effective risk reduction strategy can be implemented that does not first focus on understanding the unique obstacles and opportunities that one faces, as well as the ideal outcomes one is looking to achieve.
With the use of such tools as The Business Owner Risk Diagnostic, The Gold Group Profile and the wisdom we've spent the last few years creating, The Risk Explorer seeks first to understand what makes you unique so that the appropriate strategies can be developed and easily implemented.
We've put together a library of information on important financial topics that we believe you'll find helpful.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Before making investment decisions, it is helpful to determine the real rate of return on the investment.
Short-term cash management instruments can help you establish a sound cash management program.
Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions.
They are not intended to predict future returns or results.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Rates of return will vary over time, particularly for long-term investments.
Investments offering the potential for higher rates of return also involve a higher degree of risk of loss.
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