Posted by Bob Burton on Mon, Nov 3, 2008 @ 10:09 AM

Robert E. Burton LLB CLU ChFC AEP, Director of Advanced Planning

Posted by Nickelle Leist on Thu, Jun 12, 2008 @ 01:29 PM

Los Angeles, CA - June 10, 2008 - A 55-year-old individual considering long-term care insurance protection can expect to pay $709-per-year for a base level of protection if they are married or $1,095 if they are single acco

Posted by Nickelle Leist on Thu, Apr 10, 2008 @ 01:33 PM

This was just received from NAIFA-California regarding a Dateline NBC show that  applies to anyone in the annuity business, although it was intended for those in California; read below.

To All NAIFA-California Members:

Posted by Nickelle Leist on Mon, Mar 10, 2008 @ 01:47 PM

27% of households want life insurance, but only 12% actually purchase!

Posted by Nickelle Leist on Wed, Feb 13, 2008 @ 01:25 PM

Join Bill Upson for an eye opening Webinar on how to utilize long term care as an advanced planning tool!

REGISTER TODAY: Click Here!       DATE: March 4, 2008         TIME: 11AM PST    

Posted by Bob Burton on Thu, Dec 27, 2007 @ 05:15 PM

You may have your reasons for not buying individual disability income (DI) insurance.

But do you know the facts?

Reason 1: I can always buy coverage later.
Fact: People usually don't get healthier as they grow older, and coverage will cost more.

Posted by Bob Burton on Fri, Sep 7, 2007 @ 12:20 PM

“C” Stands for Conserving One’s Assets for Oneself and One’s Family

Conserving one’s assets for oneself obviously must occur during lifetime (which clearly also serves to Conserve those assets for one’s family at death). Conserving assets during lifetime will be covered in detail in this newsletter.

Assuming one has done a good job of Conserving assets during lifetime, Conserving those assets for one’s family at death requires careful and thorough lifetime planning, even though this planning may not take full effect until death. This subject will be covered in detail in our next newsletter.

Conserving assets during lifetime - general considerations

One of the major problems facing all of us during our entire adult lifetimes is the possibility of some adverse, or even catastrophic, event occurring that could wipe out all, or a significant portion, of our assets. This is why almost all of us carry homeowner’s (or renter’s) insurance, automobile insurance, and liability insurance. Some of us in earthquake country also carry earthquake insurance, and some of us in low-lying areas also carry flood insurance. But all of these types of coverage protect only our hard assets. They overlook what are really our most valuable assets: ourselves and our future income-producing capacity. Those of us who work in the financial services field are in a unique position to help our clients correct this typical deficiency in their planning.