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Insurance

Oct 04
0

Do You Need Long Term Care and Life Insurance in Retirement?

By Rob Schulz | All, Financial Planning, Insurance

As we get older and enter retirement, some decisions need to be made regarding insurance coverage. We know from our own experiences with elderly parents – and from what we…

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May 13
0

Long Term Care Dilemma: 7 Mitigation Steps

By Rob Schulz | All, Financial Planning, Health, Insurance

One of the first things I realized when I started in this business was the need for long-term care insurance. It was clear then, and is still true today, that…

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Apr 29
0

Life Insurance Agents: Where Did They Go?

By Rob Schulz | All, Financial Industry Regulation, Insurance

Life insurance agents created the financial planning community, and sadly their own was damaged in the process. Can recent regulation spur a rebirth? Needs-based selling, where an agent gathered pertinent…

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Oct 01
0

No-load Life Insurance is a Game Changer

By Rob Schulz | All, Financial Planning, Insurance

With four kids to raise, I have always maintained a good amount of life insurance coverage. Over the years, I have made changes from time to time to take advantage…

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Jun 26
0

Variable Annuities can be Costly

By Rob Schulz | All, Insurance, Investing

Back in the 90’s I sold a lot of variable annuities. I worked for a large financial services company that strongly encouraged the use of variable annuities and there were…

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Mar 26
0

Life Insurance Can be a Beating

By Rob Schulz | All, Financial Planning, Insurance

Buying and maintaining life insurance policies is a pain. On the surface, it seems like a pretty simple transaction but it is actually one of the most complex pieces to…

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Jun 30
0

The Truth About Life Insurance

By Rob Schulz | All, Insurance

Updated: October 2017 Myth: Cash value life insurance is one of the worst financial products available. Truth: Many lives will be financially devastated by Dave Ramsey’s advice on life insurance….

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    © 2021 Schulz Wealth. Schulz Wealth, Ltd. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Schulz Wealth, Ltd. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Schulz Wealth, Ltd. unless a client service agreement is in place.

    • About Us
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