Life Insurance Mason OH

Looking for Life Insurance in Mason? We have compiled a list of businesses and services around Mason that should help you with your search. We hope this page helps you find Life Insurance in Mason.

Ms. Carol A. Hoffman (RFC®), MBA
(513) 469-8400
9545 Kenwood Rd Ste 402
Cincinnati, OH
Company
Clear Perspectives Financial Planning LLC
Qualifications
Education: MBA, Finance, Indiana University
Years of Experience: 3
Membership
IARFC, FPA, NAPFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Asset Protection, LiabCover, Compensation Plans

Data Provided By:
Roger Radcliff
10386 Giverny Blvd.
Cincinnati, OH
Type
Investment Advisor Rep: Yes
Service
IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Retirement Planning,Investment Consulting & Allocation Design,Estate Tax Planning,Asset Protection Strategies & Planning,401k Rollover From Employer,Income for Life/ Preserve Principal,Medicaid,Annuities,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Stock Market Alternative,Medicare Planning,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy

Data Provided By:
Mr. Kenneth V. Byers (RFC®), CHFC, CLU
(513) 561-0011
7710 Shawnee Run Rd
Cincinnati, OH
Company
Ken Byers & Associates
Qualifications
Years of Experience: 37
Membership
IARFC, MDRT, FPA, NAPFA, AALU
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Retirement Planning, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Charitable Foundations, Asset Protection

Data Provided By:
Jerry Butts, CFS
11260 Chester Rd
Dayton & Cincinnati, OH
Company
Title: Wealth Management Advisor
Company: LPL Financial
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
University of Cincinnati/ Bachlor's of Science in Accounting
Years Experience
Years Experience: 10
Service
Portfolio Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Fee Only Portfolio Management,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Retiremen

Data Provided By:
Mr. Edwin P. Morrow (RFC®), CEP, CFP, CHFC, CLU
(513) 424-6395
Financial Planning Building
Middletown, OH
Company
IARFC
Qualifications
Education: Centre College of Kentucky and University of Louisville School of Law, plus having served as instructor for many financial planning courses and Practitioner in Residence at Wright State University for three years.
Years of Experience: 46
Membership
IARFC, MDRT, FPA, SFSP, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Mutual Funds, Mortgage Loans, Precious Metals, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Mr. Douglas R. Hallett (RFC®), CLU, LUTCF
(513) 984-0389
9550 Lansford Drive
Cincinnati, OH
Company
Family First Financial Advisors, LLC
Qualifications
Education: BA, MA, CLU, LUTCF, RFC
Years of Experience: 31
Membership
IARFC, MDRT, SFSP, NAIFA
Services
Invoice, Estate Planning, Retirement Planning, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Asset Protection

Data Provided By:
Roberta A. Carter (RFC®), CEP, CSA, MBA
(513) 792-4067
8044 Montgomery Rd., Ste. 700
Cincinnati, OH
Company
The Retirement Choice
Qualifications
Education: University of Cincinnati, Xavier University , New York Institute of Finance and Sherwood University.
Years of Experience: 22
Membership
IARFC
Services
Invoice, Estate Planning, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Healthcare Accounts, Asset Protection, Compensation Plans

Data Provided By:
Mr. Rik J. Saylor (RFC®)
(513) 829-8888
1241 Nilles Road
Fairfield, OH
Company
Rik Saylor Financial, Inc.
Qualifications
Education: Rik is fully licensed as a stockbroker, insurance licensed and as a financial planner. He holds insurance licenses (life, health and annuities) in Ohio, Kentucky, Indiana and Florida, as well as acheiving the following NASD licenses: Series 6, Series 7 an
Years of Experience: 28
Membership
IARFC
Services
Invoice, Estate Planning, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Mr. David M. Stitt (RFC®), CEP, CFP, CHFC, CLU
(513) 424-1656
2507 North Verity Parkway
Middletown, OH
Company
Financial Planning Consultants, Inc.
Qualifications
Education: BS - Finance and BankingMiami UniversityOxford, Ohio
Years of Experience: 40
Membership
IARFC, FPA, NICEP
Services
Invoice, Estate Planning, Business Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, BuySell, Compensation Plans

Data Provided By:
Don H. Clark (RFC®), CEP
(513) 245-6100
9600 Colerain Avenue Suite 105
Cincinnati, OH
Company
Financial Educational Systems
Qualifications
Years of Experience: 28
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, LiabCover

Data Provided By:
Data Provided By:

8 Life Insurance Myths To Be Aware Of

by Special to Casa Latina on September 7, 2010

in La Buena Vida

Life insurance is an often overlooked part of a family’s financial plan. However, with the right policy money issues need not be a consideration if tragedy does strikes. People should understand the life insurance process before, during and after they buy policies explains Amy Danise, senior managing editor of Insure.com. Misunderstandings can lead to bad financial decisions. Below are some common myths to be aware of.

Myth #1: There’s a universal database of life insurance policies that I can use to find my relative’s policy number

This problem often starts with the insured person, who never fully divulges where the policy paperwork is kept. Beneficiaries can’t make a claim without knowing at least the name of the life insurance company. Unfortunately there is no company or agency that tracks all life insurance policies sold in the United States.

Myth #2: Anyone can take out a life insurance policy on you

Your friend, neighbor, sibling – even spouse – can’t buy life insurance on you without your knowledge. The application process usually requires a medical exam – or at least your signature on papers.

Myth #3: Life insurance companies look for ways to reject people

When we talk about buying life insurance, we often end up talking about medical conditions and other risks that can knock you out of the market. But life insurers do try to offer life insurance quotes to applicants with medical problems.

Myth #4: I have group life insurance through work so I’m all set

The life insurance you buy through work isn’t portable. If you lose or leave your job, you’ll be without life insurance. It’s a much better plan to buy life insurance on your own.

Myth #5: A life insurance application rejection means you’re uninsurable

A rejection from one company doesn’t mean that others will do the same. It’s important to keep looking.

Myth #6: My spouse is still young and can go back to work if I die

Assuming your surviving spouse will quickly find well-paying work isn’t a good financial plan. Life insurance also allows you to provide college tuition and money for other large expenses if you’re no longer around.

Myth #7: The government will take care of my family

Payments from government sources like Social Security are inadequate to provide financial stability in the event o...

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