New West Insurance

06/29/2024

Make the most of your retirement with this helpful readiness checklist!
https://www.northamericancompany.com/plan-for-tomorrow/retirement-readiness-checklist

06/28/2024

Find out the many implications of the recent Supreme Court ruling, which held that an estate had to include the life insurance proceeds when it valued a family-owned business.

One reaction: Users of buy-sell agreements should take the disclaimers about consulting with tax advisors seriously.

06/27/2024

Advisors: Learn more about investors' top financial concerns and how you can help your clients keep their financial plans on track!

Our recent survey shows investors' pessimism that isn't necessarily supported by current economic data. Learn more insights from our survey that will help your client conversations.

06/26/2024

Do you understand the annuitization process and how it can benefit you in retirement?
https://blog.massmutual.com/retiring-investing/annuitization-explained

06/25/2024

The more you take care of your well-being now, the healthier you're likely to be in the future.

Regularly making healthy choices can help you manage your stresses, thus increasing your energy and lowering your chances of becoming ill.

06/14/2024

When it comes to your finances, don't underestimate the power of diversification.

Diversity can play a crucial role in retirement planning including helping maximize opportunities for growth and protection in your retirement portfolio.

06/13/2024

Advisors: How are you helping your clients redefine retirement planning to meet rising economic challenges?

Many Americans are realizing their retirement may differ from past generations. Discover insights in our latest survey.

06/12/2024

From industry statistics to demographic differences, this resource provides an honest look at the world of life insurance.

Life insurance, and the decision to get a policy, is something many people consider so that their loved ones are protected in the event of their death. The industry can be confusing to many, and there may be some things about life insurance that you did not know.

06/11/2024

Plan today so your clients are ready for tomorrow

With the estate tax exemption reverting to $5 million January 1st, 2026 - it's all hands on deck! Financial professionals across the industry are working tirelessly to make sure their clients are prepared for this drastic change. Why is this so important?

https://t.e2ma.net/message/trzwwh/ld7ixy

06/11/2024

The more you teach your teen about finances, the less they'll struggle when they're out on their own!

Learning how to manage money is important at any age. Read on for six tips to teach your teen about finances.

06/10/2024

While wealth is subjective, there are tests you can do to pinpoint your financial status.

Am I rich? The answer can be complicated. Here’s how to determine if your net worth is significantly more than the average American’s.

06/08/2024

Advisors: Don't let this exemption pass your clients by!

The biggest-ever federal tax exemption for estates and gifts sunsets at the end of 2025. Learn how to help your clients make the most of it now