Savings for Single People

A Talk About Savings For Single People By Richard Wesselt, The Life Insurance General Having spent 31 years in safe secure planning, we come across a lot of young single people who start out in life not exactly knowing what to do with their money.  They’ve been bombarded with various hypes from the media, their…

Retirement Planning

Richard Wesselt, The Life Insurance General Talks About Retirement Planning A common topic in today’s financial climate: retirement planning. I’d like to briefly discuss retirement planning without any risk of principle and without using wall street. No mutual funds. No stocks.  When we’re building a safe, secure piece of a retirement plan, although some of…

Distribution Planning at Retirement

Richard Wesselt, The Life Insurance General Discusses  Distribution Planning  At Retirement A client reaches age fifty-five, sixty or sixty-five, has stopped work and now wants to start taking money from cash and accounts that they’ve accumulated. Given that we’ve developed a safe and secure plan for our client prior to retirement, or we’ve re-positioned assets…

Creating a Legacy on a Safe Secure Basis

Richard Wesselt, The Life Insurance General Talks About Creating A Legacy On A Safe Secure Basis Many times in the office we try to help clients with the following conundrum; most of their assets are invested, unfortunately their life insurance program expires.  This can happen either through inexpensive term insurance (which gets extremely costly in…