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Posts Tagged ‘Friend’

My best friend is crazy about Wentworth Miller and with christmas coming up and the new year…?

08 May

I was thinking of getting her a calender with him on it, any idea where I can get it? thanx.

 
4 Comments

Posted in Uncategorized

 

I was left a 25,000 annuity in a will from a family friend. What to do?

05 May

The annuity is worth a little over 75,000. It will be divided between me and my 2 sisters. Each of us have the option to take monthly payments, (72.00) or get the lump sum. I am really hurting for money, so this is a blessing. My question is how to find out how much I’ll be taxed for my 25,000 cut, or am I better off to take out the 15,000 I really need, and re-invest the other 10,000 in another annuity? Thanks. Jeff

 

How can my friend find out if her late father has a life insurance policy?

23 Apr

My friend’s father died recently. Twenty years ago, her father took out a small life insurance policy to pay for his funeral expenses. The beneficiary is my friend’s stepmother. The stepmother doesn’t even recall a life insurance policy. She wonders if he had cashed it out. How can my friend find out if a life insurance policy still exists? Those unclaimed fund sites don’t usually include life insurance policies, and the life insurance company may not know that a death has occurred.

 
6 Comments

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Annuities: A Broker’s Best Friend Part I

08 Feb


This video provides a brief overview of variable and fixed annuities, and why you should avoid them.

 

Annuities: A Broker’s Best Friend Part Ii

05 Feb


This video provides a brief overview of how variable and fixed annuities work, and why you should avoid them.

 

Annuities: A Broker’s Best Friend Part Ii

14 Jan


This video provides a brief overview of how variable and fixed annuities work, and why you should avoid them.

 

Annuities: A Broker’s Best Friend Part Ii

14 Jan


This video provides a brief overview of how variable and fixed annuities work, and why you should avoid them.