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AICPA For Family Members - bookcase

AICPA For Family Members

This article is one in a series on life insurance offered through the AICPA.  Our AICPA Life Insurance Review looks closely at the term life insurance products offered by the AICPA.  The AICPA life insurance rates are compared to other leading term carriers in an article here. For Instant Life Insurance Quotes, Please Use Our Quote Engine On This.. More

AICPA Life Insurance Rates - map and camera

AICPA Life Insurance Rates

In this article, we compare the life insurance rates offered through the AICPA to other leading companies.  In our recent article, AICPA life insurance review, we examine the two term products offered by the AICPA. It can be a little confusing making sense of their two term products.  These plans are referred to by different names throughout.. More

AICPA Life Insurance Review - Conference Room

AICPA Life Insurance Review

With over 400,000 members, CPAs look to the AICPA for advocacy, community and benefits.  Some of these benefits are clearly advantageous to members; other benefits are not necessarily “beneficial”. In this article, you will learn about the life insurance plans offered to members of the AICPA.  You’ll learn exactly what types of coverages are offered and whether or not they.. More

Dave Ramsey's Financial Philosophy - island

Dave Ramsey’s Financial Philosophy

Dave Ramsey is probably best known for his debt reduction strategy.  If you have listened to his radio show much, then you know he is extremely aggressive in tackling debt. Once debt has been eliminated and an emergency fund has been established, then the focus is on investing. The focus of this article is on Dave Ramsey’s.. More

Ohio National Life Disability Insurance Review - Climbers

Ohio National Life Disability Insurance Review

Ohio National Life Insurance is mostly known for their life insurance and financial products.  However, they also offer a diverse portfolio of disability insurance products.  In this Ohio National Life disability insurance review, we will examine their core disability policies and see how they compare. You should check out our Ohio National Life Insurance review for more.. More

Ohio National Term "Plus" Review - bridge by waterfall

Ohio National Term Plus Review

In this article, we will examine Ohio National’s Term Plus plan.  If you are unfamiliar with Ohio National Life Insurance Company, then please read our review of this company here.  As an independent agency, we do a substantial amount of business with Ohio National.  They consistently have very low rates for 10, 15, and 20.. More

A Life Insurance Agent’s Perspective on Fee-only Financial Planners - Canoe on lake

A Life Insurance Agent’s Perspective on Fee-only Financial Planners

I am an insurance agent, not a financial planner.  In today’s world, it’s tough to distinguish between the two.  The lines have blurred and the typical advisor is encouraged to be the “one-stop-shop” for their clients.  Insurance agents market themselves as financial planners and many financial planners sell insurance. Fee-only planners and “insurance-only” agents are.. More

Dave Ramsey vs. Suze Orman - piggy bank

Dave Ramsey vs. Suze Orman

Dave Ramsey and Suze Orman are personal finance and money management experts who have very large followings. You will find plenty of information online if you search for articles on Dave Ramsey vs. Suze Orman.  Is Ramsey’s 7 steps to financial freedom better than Orman’s 9-step approach? Diverse opinions abound. Ramsey and Orman have fiercely loyal followers who will point out the better methods of their respective.. More

Dave Ramsey Books - child walking through leaves

Dave Ramsey Books

In this article, we take a look at the books authored by personal financial guru Dave Ramsey.  In other articles, we examine Ramsey’s viewpoints and recommendations concerning specifics products – life insurance and disability insurance.  For the most part, we appreciate and applaud Dave’s accomplishments.  However, we also pointed out areas where we disagree with Mr. Ramsey… More