Author Archives: WSI SEO

Tips for Choosing a Life Insurance Beneficiary

How do you decide on a beneficiary for your estate planning needs? Sometimes, it may be evident. For example, if you are married with children, the most likely candidate would be your spouse. What if you have children from a … Continue reading

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What is Planned Charitable Giving?

Giving is an admirable trait. It is a way to aid charitable organizations in their quest to help their recipients. If you have considered different options for sharing your financial wealth for a good cause after your death, find out … Continue reading

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Millennial Money Mistakes Your Financial Planner Helps You Avoid

Some may believe that retirement is for the old. The truth is this is not the case for everyone. Increasingly, more and more millennials want to retire early. However, no matter if they do it in their 50s or wait … Continue reading

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Frequently Asked Questions about Critical Illness Insurance

Get Quality Coverage through Executive Planning Group There are not too many of us who like to think about planning for the unimaginable. Instead, we focus on becoming and staying healthy. We want to make sure we eat right, exercise, … Continue reading

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Independent Financial Consultant or Bank Financial Advisor

Key Questions to Ask   Planning for your future and that of your family is vital to leaving a legacy. There are so many different financial vehicles available, making it challenging to ascertain what will give you the best return … Continue reading

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What Your Life Insurance Agent in Mississippi Can Do for You

Baby Boomers, Gen-Xers, and Millennials – each generation has lived through different wars, civil unrest, and now, pandemics. They have survived the evolution of the nuclear family to latchkey kids. One thing they all have in common is the need … Continue reading

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Other Qualified Retirement Plans to Ask Your Financial Planner About

Executive Planning Group Helps You Weigh Your Options When most of us think of the terms ‘retirement benefits’ or ‘retirement plan,’ we envision a pension from a big corporation or a 401k. Few of us may realize that various other … Continue reading

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Why Critical Illness Insurance Should be Part of Your Financial Planning

Protect Your Family’s Wealth Imagine getting a cancer diagnosis. As the doctor explains your options and gives you a prognosis, your head swirls at the thoughts of your next steps. Sometimes during all the information, your thoughts will turn to … Continue reading

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Don’t Let COVID-19 Stop You. Protect Your Family with Life Insurance

Take Charge of Your Family’s Future with Help from Executive Planning Group, P.A. Planning for the future comes in many forms. One area that you should safeguard is your family’s future, and the pandemic has proven that many of us … Continue reading

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Give the Gift of a Family Legacy this Year with Estate Planning

Helpful Checklist for Mississippi Families The holidays are right around the corner and as you think about your gift list, consider what we’ve learned from the pandemic and the importance of preparation. This year, why not reflect on the love … Continue reading

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