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Life Insurance with a Refund

Submitted by Guidant Planning on October 21st, 2018

Comparatively speaking, of all the different types of life insurance available, term is usually the least expensive. Generally, term life insurance provides protection for a stated or defined period of time, usually from one year to 30 years. If you die during the coverage term, your beneficiary receives the death benefit from the policy. But what if you outlive the term?

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What to Do If Your Term Life Insurance Policy Is About to Expire

Submitted by Guidant Planning on October 7th, 2018

One advantage of term life insurance is that it is generally the most cost-effective way to achieve the maximum life insurance protection you can afford. Many people first purchase term life insurance to protect their family's financial interests after a significant life event, such as getting married or the birth of a child.

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Long-Term Care Awareness Month

Submitted by Guidant Planning on November 1st, 2017

The month of November is officially designated as the National Long-Term Care Awareness Month, to help spread awareness for the type of care needed by individuals who have a chronic illness or disability.

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  • financial planning
  • General Education
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Life Is for the Living, and So Is Life Insurance

Submitted by Guidant Planning on September 10th, 2017

Life can be busy. The requirements of work and family often leave little time to step back and think about where you've been and where you're heading. But as your responsibilities grow, so does the need to evaluate what would happen if life for you stopped.

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What is a funeral trust?

Submitted by Guidant Planning on June 25th, 2017

A funeral trust is an arrangement entered into with a provider of funeral or burial services. Prepaying funeral expenses may allow you to "lock in" costs for future funeral or burial services at an agreed-upon price. The funeral home sometimes serves as trustee (manager of trust assets), and you usually fund the trust with cash, bonds, or life insurance.

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  • estate planning
  • financial planning
  • insurance
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Withdrawal Options for Your Thrift Savings Plan (TSP)

Submitted by Guidant Planning on June 20th, 2017

The Federal Thrift Savings Plan (TSP) is a tax-deferred retirement savings and investment plan set up to help federal civilian employees and military personnel save for retirement. The TSP is a defined contribution plan.

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  • insurance
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Medicare and Medicaid: What's the Difference?

Submitted by Guidant Planning on January 16th, 2017

It's easy to confuse Medicare and Medicaid, particularly since they're both government programs that pay for health care. But there are important differences between each program. Medicare is generally for older people, while Medicaid is for people with limited income and resources.

What is Medicare?

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  • medicare
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What are my healthcare options if I retire early?

Submitted by Guidant Planning on October 11th, 2016

If you're eligible for an early-retirement package from your employer, determine whether post-retirement medical coverage is included. These packages sometimes provide medical coverage until you reach age 65 and become eligible for Medicare. Given the high cost of medical care, you might find it hard to turn down an early-retirement package that includes such coverage.

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  • medicare
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Insurance changes to make when you retire: Medicare

Submitted by Guidant Planning on July 20th, 2016

This is part 4 of a 5 part series detailing insurances changes to make when you retire.

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  • insurance
  • retirement
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Insurance changes to make when you retire: Life Insurance

Submitted by Guidant Planning on July 19th, 2016

This is part 3 of a 5 part series detailing insurances changes to make when you retire.

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Allen Yee is a registered representative offering securities through First Allied Securities, Inc., a registered broker/dealer (member FINRA / SIPC). Advisory services offered through Guidant Planning, Inc. and First Allied Advisory Services, Inc., both registered investment advisers. Guidant Planning, Inc. is not affiliated with First Allied Securities, Inc. and/or First Allied Advisory Services, Inc.

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