Life Insurance

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What is a Representation Agreement? Interview #1 with Vicki van As, Notary Public

Greenfeld Financial interviews Vicki van As, Notary Public to learn more about Representation Agreements.

This is why an Executor needs a Clearance Certificate

As Executor, it's important to make sure the estate's taxes have all been paid. Learn how.

Life Insurance in your late '50s? In this case, yes!!

You are in your late '50s and you children are adults. A financial review with your Investment Advisor will help you decide.

Insurance - Do you really have enough?

Are you sure you have enough insurance coverage for your family if you passed away? If you have group coverage, when is the last time you...