MONEYMAN FINANCIAL

Moneyman Financial Inc.

We provide expert financial advice to those who truly care about their family’s financial future.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Retirees

Strategies to help you retire happily and financially maintain your lifestyle.

Estate Planning

Helping you transition assets smoothly to the next generation and ensure that your beneficiaries are protected.

Latest News from Moneyman Financial Inc.

Shielding Your Family From Your Creditors With Life Insurance

Naming a beneficiary of a life insurance policy provides a significant benefit in planning and protecting one’s estate. With a named beneficiary, the death benefit is paid directly to the beneficiary and is received tax-free. It bypasses the policyowner’s estate and is not subject to probate or any other administrative fees.

Group Life Insurance – Only Part of The Solution

If your goal is to replace income for your family for more than 2 years, you may want to add an individual policy to your group insurance coverage.

According to the same LIMRA study, on average, households with only group coverage can replace the household’s income for less than 2 years. Households with both group and personal life coverage can replace income for more than 5 years.