Tuesday, May 22, 2018

Use 5 of 7 for Life Insurance - Charitable Gifting

In this video we take a look at using Life Insurance to leave a legacy by a Charitable Gift.  This is a great way to make sure that your weekly contribution to the collection plate continues forever or your parish or school gets help to keep their doors open.  As always, please contact your agent and/or tax advisor for details.  

Many parishes in the Columbus diocese have endowment funds created for various needs.  Contact my good friends at The Catholic Foundation to leave your life insurance benefits to an existing endowment or to create your own.

Have questions?  Let's start a conversation!  Contact me at 740-324-0702 or hahnjamesm@gmail.com or follow me on TwitterFacebook, and Instagram.



Get all of the videos here.

Friday, May 18, 2018

Use 4 of 7 for Life Insurance - Supplementing Retirement

In this video we take a look at using Life Insurance to to supplement income during retirement.  There a number of ways to go about this.  Please contact your agent and/or tax advisor for details.  

Other great resources include Money. Wealth. Life Insurance: How the Wealthy use Life Insurance as a Tax-free Personal Bank to Supercharge their Savings* by Jake Thompson or The Power of Zero: How to Get to the 0% Tax Bracket and Transform Your Retirement* by David McKnight.

Have questions?  Let's start a conversation!  Contact me at 740-324-0702 or hahnjamesm@gmail.com or follow me on TwitterFacebook, and Instagram.




Get all of the videos here.

* I never recommend anything I don't believe in or haven't used myself.  That being said, in full disclosure, these are considered affiliate links.  As such, if you purchase any of the items I may receive a small financial benefit.  Not enough to put 8 kids through college but I'll get something.  Thanks!

Tuesday, March 13, 2018

Use 3 of 7 for Life Insurance - Replacing Income

In this video we take a look at using Life Insurance to replace income.  This is extremely important but so often overlooked and/or underfunded.  The math is simple to do and this video will help you see that need very quickly.

Have questions?  Let's start a conversation!  Contact me at 740-324-0702 or hahnjamesm@gmail.com or follow me on TwitterFacebook, and Instagram.




Get all of the videos here.

Use 2 of 7 for Life Insurance - Eliminate Debts

In this video we take a look at using Life Insurance to eliminate debts, to basically wipe the slate clean for your family so that bills like auto payments, house payments, and credit card bills aren't another burden to deal with during a very difficult time.

Have questions?  Let's start a conversation!  Contact me at 740-324-0702 or hahnjamesm@gmail.com or follow me on TwitterFacebook, and Instagram.

 

Get all of the videos here.

Saturday, February 3, 2018

Use 1 of 7 for Life Insurance - Final Expenses

In this video we take a look at the primary way most folks use life insurance.  It's common to have a basic burial policy or final expense policy.  This is one that takes care of those final bills you incur when leaving this earth.

Have questions?  Let's start a conversation!  Contact me at 740-324-0702 or hahnjamesm@gmail.com or follow me on TwitterFacebook, and Instagram.



Get all of the videos here.

Monday, January 29, 2018

7 Uses for Life Insurance

When we think of life insurance, most of us think of money to bury or pay final expenses.  However, there are many ways to use life insurance to help others and yourself.  In this short overview, we take a look at 7 ways to use life insurance.  This list is by no mean exhaustive but these are some of the more common ways of using life insurance to accomplish specific goals.

Have questions?  Let's start a conversation!  Contact me at 740-324-0702 or hahnjamesm@gmail.com or follow me on TwitterFacebook, and Instagram.




Related Videos
Final Expenses - Use  1 of 7 for Life Insurance.
Eliminate Debts - Use 2 of 7 for Life Insurance.
Replace Income - Use 3 of 7 for Life Insurance.
Supplement Retirement - Use 4 of 7 for Life Insurance.
Charitable Giving- Use 5 of 7 for Life Insurance.
Business Life Insurance - Use 6 of 7 for Life Insurance.
Offset Taxes - Use 7 of 7 for Life Insurance.

Saturday, January 27, 2018

Policy Participants

Who's who in a life insurance policy?  Today we take a look at the policy participants and why they are important.

Have questions?  Let's start a conversation!  Contact me at 740-324-0702 or hahnjamesm@gmail.com or follow me on TwitterFacebook, and Instagram.