Disability Planning / Inheritance Issues / Life Insurance for Family Planning
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August 2016 Edition

With summer moving so quickly, please take a few minutes to read the articles we've shared with you this month to address key issues in family planning and income protection.  The Disability Protection article was written just for the Financial Intelligence newsletter, the inheritance article introduces the idea that receiving an inheritance can have more tax consequences than benefits, and we conclude with a life insurance article published in the 80's to see how little has changed when it comes to addressing the most fundamental planning needs.

Enjoy your summer with a little light reading!


  • Before the June 23 vote in the United Kingdom in favor of leaving the European Union, economic data and financial market developments suggested that the global economy was evolving broadly as forecast in the April 2016 World Economic Outlook (WEO). 
  • The outcome of the U.K. vote, which surprised global financial markets, implies the materialization of an important downside risk for the world economy. The initial financial market reaction was severe but generally orderly. 
  • With “Brexit” still very much unfolding, the extent of uncertainty complicates the already difficult task of macroeconomic forecasting. 
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Income Protection
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When it Pays to
Skip an Inheritance
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A Classic View of the
Life Insurance Need
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Peace of mind and financial security are more than just tag words, they are tangible goals that can be achieved with planning and the proper strategy.  Our goal is to deliver advice with a clear and direct approach which provide you with the confidence to make great decisions impacting your financial future.  We never forget that our business is about helping people, and raising awareness... one selfie at a time.

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