Monument Resource Center

Our clients hire us because they recognize the value of our Team’s unique, straight-forward, unfiltered opinion and our tailored advice designed to answer their questions, not everyone else’s. Below, you’ll find some of the most important questions we have been asked over the years to help you better understand the role we play and the advice we give.

Life Insurance | What to Know Before You Buy

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Many people wonder: is life insurance a problem in search of a solution, or a solution in search of a problem?

The thing is, life insurance can be very beneficial when done right… so let’s get down to it.

In episode 8, insurance expert Matthew Friedson from Greenberg Wexler & Eig joins Monument Wealth Management’s “Off the Wall” Podcast to share a wealth of insightful tips based on 15 years experience in the industry and answer questions like:

– What are the top things you need to ask or be aware of before buying a life insurance policy?

– What should you being doing with a policy you already own?

– How would a change in estate tax law impact life insurance strategies?

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