Hi I am Brandee Stuart, mother of one. As a mom I understand how important it is to protect your loved ones from financial devastation. Financial planning is the most important thing you can do to create a stable future for your family. As your agent, I will help you understand your needs and help you find the right options. Whether you are planning for your retirement, creating a legacy or making sure your last days are covered, I will be there for your family from beginning to end.
As a licensed fiduciary for over 15 years and spending most of that time with retirees, I’ve heard the same desires and concerns repeatedly: They want a retirement product that will offer them safety, income, and growth. My clients fear a repea...
Whole life insurance is one type of permanent life insurance that can provide lifelong coverage. It provides a variety of guarantees, which can be appealing to someone who doesn’t want any guesswork after buying life insurance.
Whole life insu...
When you start looking for life insurance, you’ll face two main decisions right away: What type of life insurance is best for me? And how much life insurance do I need?
As you get life insurance options and quotes, you’ll likely navigate...
What is term life insurance?
Term life insurance is a contract between you and an insurance company that lasts for a specific period of time, such as 10 years, 20 years or until you reach age 65. In exchange for your premium payments, the insurer p...
If you’re in the market for life insurance, there are plenty of options available. And if you’re looking for a policy that offers lifelong coverage, one option worth considering is universal life insurance.
With universal life insurance,...
In light of recent market challenges that have impacted the diversified investment portfolios we manage for our clients, many have asked how the cash values in their investment-oriented life insurance policies are weathering the storm. Whole life, un...
According to LIMRA, indexed universal life insurance policy premiums increased 23% in 2014. But financial experts warn this product, which was first introduced in 1997, is not for everyone.
Robert Quinlan, the managing member of Quinlan Care LLC, an...
Life insurance is one of the best tools for protecting your family's future — and the younger you are, the cheaper it is
Life insurance is a crucial part of any solid financial plan.
A life insurance policy can replace income, help pay of...
January is the month when many Americans review their financial progress of the past year, and specifically review the values of their retirement plans. For some people, however, there isn’t anything to review.
Almost half of U.S. households h...
Developing a retirement savings plan can help ensure that you have enough money to pay your living expenses once you stop working. While there are different avenues you might explore to reach your savings goal, annuities are often overlooked because...