by Mountain Planning | Jul 5, 2022 | Blog, insurance, life insurance
The Five Steps to Insurance PlanningOne of the first “grown-up” things you do is to get insurance. Maybe it’s renters’ insurance when you’re first starting out. After that, you move on to life insurance, home insurance, and car...
by Mountain Planning | Jun 2, 2022 | Blog, Family, Individuals, life insurance
Before buying insurance from your bank to cover your mortgage, understand the difference between self owned mortgage life insurance and bank owned life insurance. The key differences are ownership, premium, coverage, beneficiaries and portability.Ownership:Self: You...
by Mountain Planning | May 1, 2022 | Blog, Business Owners, Estate Planning, Family, life insurance
Estate Planning for Business OwnersWhat happens when the children grow up and they are no longer dependent on their parents? What happens to your other “baby”- the business? Estate planning for business owners deals with the personal and business assets....
by Mountain Planning | Apr 1, 2022 | Blog, insurance, life insurance
You may have had life insurance for as long as you can remember. You wanted to make sure that your family would be taken care of and be able to pay their bills if anything happened to you.But now that you’re older and your children are grown – and hopefully your...
by Mountain Planning | Mar 4, 2022 | Blog, life insurance
Permanent versus Term Life Insurance – What are the Differences? You know you need life insurance – but you’re not sure which kind is best for you. We can help you with that decision. There are two main kinds of life insurance: Permanent, which lasts for your entire...
by Mountain Planning | Dec 1, 2021 | Blog, life insurance
Why Should I Review My Life Insurance?It’s great that you’ve taken the critical step of buying life insurance. But have you reviewed it recently to make sure that your policy is still suitable for you? It’s important to review your life insurance policy annually to...
