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- “Millennials are always on social media and using technology” . . . I proudly agree!
- Who Owns More Than One Life Insurance Policy?
- (Part II) Develop Personal Insurance by Investing in Yourself: Millennials share their stories.
- Develop Personal Insurance by Investing in Yourself: Millennials share their stories.
- Moving UP: The Role of The Family Caregiver
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Tag Archives: needs
Who Owns More Than One Life Insurance Policy?
It is raining outside and your car is parked at the back of the lot, about ¼ of a mile away! You are lucky because you have your rain coat on and your umbrella in your hand. You are prepared. And as … Continue reading
Posted in Family, Finance, Insurance, Life Events, Life Insurance, Retirement, The Family Security Plan
Tagged afford, annual review, bills, car, car loan, challenges, college, community, credit union, death, dreams, education, family, finance, financial, foundation, future, grandchildren, holes, home ownership, income, insurance products, legacy, life, life insurance, life partner, lifestyle, loan, love, married, members, mortgage, needs, needs analysis, peace of mind, policy, policyholders, prepare, prepared, protection, purchase, rain, rain coat, representatives, review, salary, soaked, supplemental insurance, The Annual Review Program, The Family Security Plan, trust, umbrella
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Moving UP: The Role of The Family Caregiver
When the calls started coming in that Dad just “wasn’t right” and Mom didn’t know what to do, I knew I had to start making plans for an extended visit to Georgia. Little did I know, it would turn into … Continue reading
Posted in Family, Finance, Life Events, Life Insurance, The Family Security Plan
Tagged accommodations, auto loan, care, caregiver, caring, challence, children, credit union, dad, diagnosis, doctor, family, independent, life, life insurance, life insurance policy, medications, mom, move, needs, parents, Parkinson's Disease, peace of mind, physical therapist, plan, rehabilitation, resource, save, socialize, stroke, The Family Security Plan, transfer, uncertainty, walk, whole life, wife
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Why Did I Choose The Family Security Plan®?
You can only learn so much about a product from a brochure or website and you know that every company has a Marketing Team working hard behind the scenes to position their product or service in the best light possible. … Continue reading
Posted in Accident Insurance, Credit Union Industry, Critical Illness Insurance, Disability Income Insurance, Family, Finance, Life Events, Life Insurance, The Family Security Plan
Tagged affordable, assets, baseball, benefit, branch, breast cancer, brochure, care, career, commission, community, company, confidence, connecting, consumer, convenience, coverage, coversation, credit union, credit union movement, critical illness insurance, customer reviews, customer service, customized, dedicated, dogs, educational, experience, experiences, family, finances, financial impace, foundation, friend, goals, happy, health, health history, insurance, life insurance, life stages, love, Manhattan, marketing, meaning, medical exam, needs, peace of mind, positioning, premium, product, referrals, representatives, research, reviews, salesperson, secure future, service, social media, supplemental insurance, team, The Family Security Plan, trust, value, valued member, website, wellness
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Who Am I?
I am one of 43 million Americans (US Census) I have experienced recessions, booms, bubbles, crisis and maybe even a depression I am capable of interacting on social media but prefer face to face communication I like programs and products … Continue reading
Posted in Finance, Life Events, The Family Security Plan
Tagged account, American, attention, auto loan, banks, booms, branches, brick and mortar, business, check writing, checking, checks, communication, community, conservative, contribute, credit unions, crisis, demographics, dental coverage, depression, designed, discount, economics, economy, experience, experienced, face to face, fax, final expense, financial institution, free, generation x, generation y, individualized, insurance, investment, leaders, lending, local, local branches, medical plan, member service, membership, millennials, needs, notary service, old, online, over 65, overdraft protection, personalized, photocopies, predatory lending, recession, safe deposit box, savings accounts, senior market, seniors, service, service charge, skilled, social media, society, stereotypes, strategy, Texoma Educators FCU, understanding, US Census, valuable, wire service, work, workforce
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Are You Being Squeezed? Money Strategies For The Sandwich Generation
An increasing number of Americans between the ages of 45 to 65 years find themselves caught in the challenging position of caring for their aging parents, while also raising their children or grandchildren. If you belong to this “sandwich generation” … Continue reading
Posted in Critical Illness Insurance, Disability Income Insurance, Finance, Life Events, Life Insurance
Tagged adult child, aging parents, Americans, assets, assistance, care, career, caregivers, challenge, children, chronic illness, commitments, communicate, communication, coverage, critical illness insurance, debt, disability, disability insurance, disabled, downsize, education, emotion, emotional stress, equity, expenses, family, final expenses, finances, financial stress, financial support, future, goals, grandchildren, health, healthy, help, home, home equity, ill, illness, income, insurance, life insurance, living arrangements, long term care insurance, loved ones, mortgage, multi-generational, needs, parents, pension, physical, planning, priorities, protect, raising children, representative, resources, retirement, sandwich generation, secure future, sell, squeezed, stress, understand
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TO BE PREPARED IS HALF THE VICTORY – Special Needs Planning
Planning for the future well-being of your children is a difficult task for any parent. Add the complexity of adequately providing for the future care of a child with special needs and the process becomes even more challenging. Any special … Continue reading
Posted in Critical Illness Insurance, Disability Income Insurance, Life Events, Life Insurance, The Family Security Plan
Tagged age, assets, assistance, be prepared, beneficiary, beneficiary designations, benefit, care, caregivers, cash, challenge, children, dependent, develop, diagnosis, disability income coverage, disability income insurance, education, educationally, embrace milestones, family, federal assistance, financial future, financially, funding, funds, future, future needs, government benefits, guardian, guide, housing, legal, legally, letter of intent, life insurance, Medicaid, medical, medically, needs, parent, plan, planning, prepare, professionals, protected, resources, savings, social security, special needs, State & Federal Programs, support, support team, The Family Security Plan, trust, understanding, victories, victory
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12 Steps Towards Your Financial Freedom: Part 2
(PART II OF A THREE PART SERIES) Are you someone focused on saving your money? Or are you someone with a burning desire to spend? These two personality types merge in today’s blog as we uncover some of the most … Continue reading
Posted in Credit Union Industry, Finance, The Family Security Plan
Tagged 401K, borrowing, change, choices, contribute, credit union, deals, discipline, earning, finances, financial freedom, financial literacy month, future, inspire, insurance, money, needs, plan, pre-tax, protection, purchase, quality, relationship, research, save, security, service, spend, spend wisely, The FSP Community, trust, wants
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