Uncategorized Archives - Client Focused Advisors

Uncategorized

Fixed Annuity – Definition, Rates, Pros & Cons

Annuities offer a tax-deferred retirement income stream for life. This strategy has several sub-types with their respective pros and cons that vary based on your retirement plans. This guide covers the sub-types of fixed annuities, rates, pros and cons, and comparisons versus the other types of annuities. What is a Fixed Annuity? An annuity creates…

Jason Hill Quoted in Forbes Again!

Jason Hill, President of Client Focused Advisors, was quoted in an article regarding the importance of having life insurance for the spouse that stays at home to run the home and raise the children. Below is a quote from Jason from the article: “If I had to replace what my wife is doing, it would…

Jason Hill Quoted in Forbes!

Jason Hill, President of Client Focused Advisors, was quoted in an article regarding how and why to convert term life insurance to permanent life insurance. Jason was asked about the type of permanent policies that could be available when converting from a term life insurance policy to a permanent life insurance policy. Below is a…

Jason Hill quoted on BestCompany.com!

Jason Hill, President of Client Focused Advisors, was quoted in an article regarding life insurance for SBA Loans on BestCompany.com! Jason’s top-notch knowledge regarding life insurance and how it can play a key factor in securing an SBA loan for your business is on displaying throughout the article. Below is a quote from Jason from…

Client Focused Advisors Featured in Market Watch!

Client Focused Advisors was recently featured in an article on Market Watch! The piece highlights some of the distinctive features that sets Client Focused Advisors apart from the rest. Here is a snippet from the article regarding our process: “The Client Focused Advisors team uses a recipe for client satisfaction focusing on educating, communicating, and…

What is Socially Responsible Investing?

What is Socially Responsible Investing (SRI)? As younger investors begin to invest their own hard-earned money, growing theme is to try to help the environment and people throughout the world. One way to achieve that goal is to participate in Socially Responsible Investing. Socially responsible investing (SRI), or social investment, also known as sustainable, socially…

Whole Life Insurance vs. Term Life Insurance

I have many times gotten the question, what is the difference between term and whole life insurance . TERM LIFE INSURANCE Term life insurance is the most common type of life insurance purchased as it often has the lowest cost to the proposed insured. Most often, a policy will have a level premium and coverage…

Lesson: Do you give your kid money or do you make them earn it?

Money Lesson: Do you give your child money or do you make them earn it? So you can’t say no to your child. And to make it worse, daddy’s princess is always daddy’s little girl so how do you find the courage to help both your child, your family, and yourself better financially when it…

Life Insurance in Boca Raton, What You Need to Know

Boca Raton is a beautiful city on the southeastern coast of Florida. It’s filled with golf courses, shopping, and beaches for its residents to enjoy. There are festivals and events to attend as well. It’s a very family-friendly city, making it the perfect place to raise children. There is plenty to do as a family…

Retirement Planning in Boca Raton, FL

Boca Raton, Florida is a beautiful spot to call home. This city is located in southeastern Florida. It’s recognized for its gorgeous weather along with many attractions and events. You can spend your days on the beach or at one of the city’s many parks. You can enjoy the warm sunshine all year round. There…