David Lerner Associates News

3 Tips for Boomers and Life Insurance

12 Oct 2016 - Many boomers have a lot to think about especially when it comes to taking care of their loved ones once they pass on.

A Closer Look at Life Insurance

3 Sep 2017 - Life insurance has the unique quality that on a long enough timeline, every policyholder will eventually qualify for a payout.

A Guide to Life Insurance

30 Jan 2017 - Death can be considered a morbid subject to discuss. But making an important decision regarding your life insurance - and which type of life insurance - might turn out to be one of the most important discussions of all.

Basics of Life Insurance

26 Sep 2016 - Death is not the most pleasant of subjects to discuss. But deciding on how much life insurance - and which type of life insurance - to put in place might turn out to be the most important talk of all.

David Lerner Associates News: Five Ways to Power Up a Life Insurance Generator

26 Feb 2014 - David Lerner Associates identifies five key areas that can be "powered up" by plugging into a "life insurance generator".

David Lerner Associates: A Different Way to Look at Life Insurance

22 Sep 2014 - Life insurance is very different from other types of insurance. The differences are important to take into consideration as you assess your overall insurance coverage needs.

David Lerner Associates: A Primer - Understanding Different Types of Life Insurance

29 Sep 2014 - Life insurance is different from most other types of insurance like health, car and homeowners insurance in at least one key respect: It covers against an event that is certain to occur at some point in time - the policyholder is death.

David Lerner Associates: Life Insurance as an Asset

1 Oct 2014 - Life Insurance does not have to be an expense. It can be viewed as an asset that will eventually provide a return on your investment.

David Lerner Associates: Life Insurance for Small Business Owners

27 Jan 2016 - Nothing in this life is certain except death and taxes. When a small business owner passes away, it can be the center of turmoil and instability. It raises many issues, including personal loss, but it also raises pragmatic questions involving the replacement of a key asset and leadership going forward.

David Lerner Associates: Reasons Why Women Require Life Insurance

18 Sep 2014 - Women have more financial responsibilities now more than ever before. Whether you are single, married, employed, or a stay-at-home mom, you most likely need life insurance.

David Lerner Associates:: Life Insurance and Estate Planning

19 Jul 2015 - In the past many families have viewed life insurance primarily as a way to pay for funeral expenses, but it is become much more than that today. Now it is seen as an integral part of estate planning.

David Lerner Associates:Life Insurance at Various Life Stages

1 Jul 2015 - Just as financial needs change over time, so too does the need for life insurance change with new circumstances. Let is look at how your life insurance needs change throughout your lifetime.

Everyone Should Have an Estate Plan

11 Aug 2017 - No matter your personal situation, married or single, older generation approaching retirement or younger generation starting out on a career, an estate plan is something that can benefit everyone.

Financial Planning for When You Are Gone

21 Nov 2016 - Death is certain for all of us. The sad truth is that not enough of us take a moment to consider what will happen when we are gone. In fact, 55% of Americans pass away without a will or an estate plan.

Financial Planning For Your Passing

15 Dec 2017 - No one wants to think about their own mortality But it is certainly an opportunity to take pause and consider the fact that death happens to all of us.

Financial Thanksgiving

23 Nov 2016 - Thanksgiving is usually a time to take stock of the things we are thankful for in our lives. Here are some things in our financial lives that we can be thankful for.

How Life Insurance Could Help Your Retirement

7 Aug 2017 - A successful retirement is all about making sure you have enough savings to pay your bills and still be able to enjoy a comfortable lifestyle. If structured the right way, a life insurance policy could be the perfect life preserver in retirement.

How Technology is Changing Life Insurance

5 Oct 2016 - September was Life Insurance Awareness month and although one might think that life insurance is something to consider as you grow older, according to LIMRA is Insurance Barometer Study 77% of Millennials say owning life insurance is a good thing.

Is Life Insurance Necessary?

25 Jan 2017 - Life insurance is very different from other kinds of insurance. The differences are important to consider as you think over your insurance needs.

Life Insurance and Long Term Care

15 Feb 2017 - Nearly 70% of Americans 65 and older need long term care at some point. Life insurance and Long Term Care insurance are financial services that are extremely useful.

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    Jake Mendlinger
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    516.829.8374 X 232
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