by Yasmin Peña | Mar 6, 2024 | Estate Planning
Life is full of unexpected twists, and in the face of the possibility of encountering situations that may prevent us from caring for our loved ones, the urgency of establishing a legal guardian arises. Establishing a legal guardian is not only vital for parents with...
by Yasmin Peña | Jan 16, 2024 | Estate Planning
Achieving financial peace of mind is not just a wish but a goal that can be attained with proper planning and solid financial habits. Today, I want to share five fundamental steps that I always recommend to my clients, and they will also bring you closer to that...
by Yasmin Peña | Jan 5, 2024 | Life Insurance
Today, I want to answer a question that I am frequently asked, and it has to do with how much life insurance costs. Understanding what factors influence the monthly payment of a plan can help you make decisions when choosing a policy, ensuring that it fits your needs...
by Yasmin Peña | Dec 27, 2023 | IUL
Recently, the term IUL has been frequently mentioned and is widely recommended as a mechanism for future savings. This Indexed Universal Life insurance is a versatile tool that combines financial security for your family with growth opportunities. If you’re...
by Yasmin Peña | Nov 24, 2023 | IUL, Life Insurance
When considering where to keep your savings and secure your family’s financial future, it is crucial to evaluate the available options. Traditional banks have long been a popular choice, but lately, Indexed Universal Life Insurance (IUL) has gained ground as an...
