Malkym Group LLC

Hey! Friends in Georgia, North Carolina, and Florida check in if you can!

When is it appropriate to discuss final expense insurance with your family? Believe it or not I get this question often. If you are a daughter or son of an aging parent or parents what steps have you taken to avoid the potential financial burden you could face after your parent dies? Call me. Let’s discuss insurable interest.

News Flash!
The best way to manage your accounts receivable is to reduce your accounts payable

The one issue we find most when consulting of family financial health is credit card debt, financing of luxury items and car payments

The COVID19 virus upended or daily routines and disrupted our lives. Millions of people are filing for unemployment because they have been furloughed , laid off or lost their source of income. If you or your family have been affected in this way ask yourself; have I forgotten something.

LIFE INSURANCE

What type of policy do you have? Have you built up enough equity in the policy to pay my premiums if you can’t afford to make my monthly payment?

If your insurance policy lapses is there a grace period to reinstate the policy before it is cancelled?

Are you using an insurance strategy as a tax shelter but now need some of the money, how do you get it out and what are the tax consequences?

You have questions. We have the answers.

The call is free (602) 283 - 3303

If you are not a Malkym Group LLC client we always recommend you contact your advisor, agent or insurer first.