Tag: Peace of Mind

  • Why You Need an Estate Plan

    Why You Need an Estate Plan

    It’s Not Just For The Wealthy! Image by DALL-E For most people, estate planning is the last thing on their minds. Who wants to think about their death? Who wants to plan out what happens after they die? Isn’t that…morbid? We also tend to think of estate planning as something only wealthy people have to…

  • What You Need to Know About Insurance

    What You Need to Know About Insurance

    When You’re Dealing with a Health Crisis! Updated 11/1/2024 I know you’ve heard the stories. The family breadwinner gets diagnosed with cancer, or another debilitating disease, and suddenly, no one knows what to do, or how to handle it. How long will it take to heal? How will the bills get paid? What is treatment…

  • Critical Illness, Long-Term Care, and Financial Planning

    Critical Illness, Long-Term Care, and Financial Planning

    What’s the Connection? Photo by Kampus Production October has a lot of awareness focuses that are important to those of us who are in the life insurance business. Some of them are Critical Illness Awareness Month, Financial Planning Month, and Long-Term Care Planning Month. How do they relate to each other? Let’s talk about it!…

  • National Life Insurance Month

    National Life Insurance Month

    Featuring Wills, Trusts & Estate Planning Photo by August de Richelieu I was talking to a good friend of mine, Sanford Livingston, and he said something that took my breath away. “We want people to understand life insurance as life-affirming, not death expectance.”  Mind-blowing. 🤯 But it makes so much sense! Many people don’t realize…

  • Essential Insurance For Your Family

    Essential Insurance For Your Family

    What Are the Basics? I know I say it a lot, but it’s so true – insurance is peace of mind. But when you keep hearing about so many different kinds of insurance, it can be confusing to know what you should start with. So, for National Insurance Nerd Day on July 18th (…seriously, who…

  • June is National Homeownership Month!

    June is National Homeownership Month!

    Create a BANK for Your Needs as a Homeowner! Most people, when they purchase a home, also get a mortgage protection insurance policy. This is a term policy that pays off your mortgage if for some reason you are unable to pay it. The thing is, this policy usually protects the bank more than it…

  • May is Disability Insurance Awareness Month

    May is Disability Insurance Awareness Month

    Are You Prepared? Most people don’t think about disability insurance at all. They might think of life insurance so that their families aren’t financially impacted when they die, money that helps the survivors go on with their lives. But you’re a lot more likely to become disabled long before you die, and you’re more likely…

  • April is Financial Literacy Month!

    April is Financial Literacy Month!

    And I’ve got a TREAT for you! On March 28th, it was my honor to host Educational Thursday for the San Francisco-based non-profit organization, Both Sides Of The Conversation.  Their mission is to increase mobilization of advancement in Black and Brown communities by providing a safe space for conscious dialogue concerning the needs, systemic barriers,…

  • Putting It All Together

    Putting It All Together

    Annual Review, Part 3 Part three of the Annual Review is: How are you going to get from where you are now to where you want to be? So we’ve talked about getting your numbers together to see where you are now , and dreaming about your goals for the future . Now it’s time…

  • Dealing with a Health Crisis? What You Need to Know About Insurance!

    Dealing with a Health Crisis? What You Need to Know About Insurance!

    What is insurance? Is it just health insurance? Dawnn Hills explain all the different types of insurance.