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Tag Archives: life insurance

financial advisor for families | Charles Nunez, RICP©

Relationships Are Fundamental

Financial strategy, life insuranceBy Charlie NunezDecember 23, 2022

Relationships are Fundamental It’s a funny thing about advice. Everyone seems to have an overabundance of knowing what others should do, and they have no problem telling you about it, especially when monetary gain is a motivating factor. However, there also seems to be an equal dearth of understanding about who such advice is given…

retirement planning advisor lansing | Charles Nunez, RICP©

Six Reasons for Buying Life Insurance After Age 60 – Part 1

UncategorizedBy Charlie NunezNovember 10, 2022

Part 1 in a two-part series Reason One: Seniors purchase life insurance to pass more money to their spouse, heirs, or a favorite charity. Typical financial advice goes something like this: “You won’t need life insurance once your children are grown.” That advice leads people to think that term insurance is the only option when…

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