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Articles of interest

Final Expenses and Funeral Preplanning

"Funeral Preplanning", by Charles Taggart, F. D.

"Funding a Pre-Need Funeral Contract", by Charles Taggart, F. D.

"The Funeral Rule: FTC Regulations and Consumer Rights", by Charles Taggart, F. D.

IRAs and Annuities

        PROFESSIONALS AND SMALL BUSINESS OWNERS' SEP IRA PENSION PLANS

        SMALL BUSINESSES AND PROFESSIONALS SIMPLE IRA PENSION PLANS

        RETIREMENT PLANNING: AVOID “SUPERANNUATION”

    THE LEGACY (STRETCH) IRA ANNUITY (“S-ANNUITY”): DEFER INCOME TAXES AND                     CONFER BENEFITS OVER THE COURSE OF SEVERAL FAMILY GENERATIONS

   IRA and ROTH IRA

   PROVIDENCE HAS RAISED ITS ANNUITY, IRA AND ROTH IRA SAVINGS AND RETIREMENT RATES TO 5.25%

Life Insurance

 

    Valuable Business Uses of Life Insurance  Read more

     TERM LIFE INSURANCE: A GREAT STARTER OR BOOSTER KIT FOR PERMANENT INSURANCE

     How Life Insurance Helps Resolve a Family's Financial Needs

The Providence Association's Financial Stability
Standard Analytic Services, Inc. (2007) reports, as follows: "...the analysis made of [Providence Association] is favorable in comparison with the aggregate averages of 25 of the largest companies [Aetna, Allstate, Hartford, MetLife, New York Life, Prudential, Travelers, etc.]. Significantly, Providence outscored these companies' average margin of assets over liabilities ($105 per $100) by nearly $34, showing a ratio of $139 per $100.

 

 

 


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