by Yasmin Peña | Jun 5, 2024 | Estate Planning, Health Insurance, Life Insurance
The lack of proper estate planning can create various legal and emotional issues for the family and loved ones left behind. Without a clear plan, there may be family disputes, costly legal processes, and an asset distribution that might not reflect the...
by Yasmin Peña | May 14, 2024 | Estate Planning, Health Insurance
Estate planning is crucial to ensure that your assets and wishes are protected and fulfilled both during your lifetime and after your death. Today, I want to share the four most important tools for building a comprehensive estate planning strategy: Revocable Living...
by Yasmin Peña | Mar 27, 2024 | Health Insurance
In a world where health is an undisputed priority, having adequate health insurance is more than just a precaution; it is an essential measure to safeguard both your physical and financial well-being. Health insurance offers a variety of benefits that not only protect...
by Yasmin Peña | Feb 28, 2024 | Estate Planning, Health Insurance
The acquisition of life insurance is a significant decision that goes beyond simply protecting against the unpredictable. Today, I will share the most important reasons to acquire life insurance and why considering this form of coverage can be essential for your...
by Yasmin Peña | Feb 21, 2024 | Estate Planning, Health Insurance, IUL, Life Insurance
Indexed Universal Life Insurance (IUL) has become a versatile tool that goes beyond simple financial protection in the event of death. When it comes to financial planning, one of the most strategic uses of this type of insurance is the accumulation of funds for...
by Yasmin Peña | Dec 20, 2023 | Estate Planning, Health Insurance
When it comes to planning our financial future, there are many ways to make mistakes if we are not well-informed. These mistakes can significantly impact your loved ones. It’s time to understand the most common mistakes when creating a living trust and the solutions I...