Broker Resources

Jon Sheldon Jon Sheldon

Term to Perm Life Insurance Conversion Tips

There are many types of life insurance policies that can help protect you and your family. Term life insurance can be an attractive choice for millennials who are looking for affordable coverage, especially if they’re not ready to commit to permanent, whole life insurance. Even better? While with a term life policy you get coverage for a defined length of time, there are policies that can be converted to permanent life insurance for part or all, of the coverage period down the line. Permanent life insurance also has some key benefits on its own for millennials who may be ready for additional benefits now.

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Jon Sheldon Jon Sheldon

The 12 Steps to Living Confidently: How to Set Up a Budget

Can you imagine the government or a major corporation operating without a budget? No, and neither should you. Since budgeting allows you to create a spending plan for your money, it ensures that you will always have enough money for the things you need and the things that are important to you. Following a budget or spending plan will also keep you out of debt or help you work your way out of debt if you are currently in debt.

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Jon Sheldon Jon Sheldon

The 12 Steps to Living Confidently: How to Protect Yourself

Protection. We’re obsessed with it these days. We switch passwords, slather on sunscreen, install detectors and alarms, and wear our lucky socks on every flight. That’s all good. But are you taking meaningful steps to protect yourself financially as well?

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Jon Sheldon Jon Sheldon

Bank on Your Good Health

Everyone knows to “save for a rainy day,” right? That’s easier said than done because many of us don’t know what to consider as a “rainy day.”  It’s easier to save for things we are motivated by like a vacation, a home, or a wedding.  So let’s get a better picture of what a rainy day, or quite a few of them, might look like.

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Jon Sheldon Jon Sheldon

From Alien Abduction to Zombie Apocalypse, the A to Z of Insurance

Of course you’ve heard of life insurance, and maybe you’ve heard of celebrity body part insurance, but have you heard of zombie apocalypse insurance? It seems that wherever there is a concern, whether real, imagined, or just plain nuts, there is an insurance product to address it. Here is your handy A to Z guide chronicling the various types of insurance floating around out there.

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Jon Sheldon Jon Sheldon

Protect Your Paycheck

Discover how disability income insurance protects your ability to earn an income if you’re too ill or injured to work, so you can focus on your recovery instead of worrying about your finances.

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Jon Sheldon Jon Sheldon

Whole-istic Thinking

Many working Americans identify their top life priorities as protecting their family, having enough money in retirement, and educating their children.

Did you know that owners of whole life have access to a wide range of benefits to support those priorities?

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