Are all investments suitable for all people? Intrinsically, we know that they are not – but why?
Posted by Fred Steiner on June 8, 2018 - 8:55am
By Kathi Dunlap
Faith Investment Services Bluffton, 419-358-4207
Financial advisers are required by most investment regulators (such as FINRA, SEC, etc.) to “Know Your Client.” This requirement to “Know Your Client” (KYC) includes knowing his or her tolerance for taking risks. Are all investments suitable for all people? Intrinsically, we know that they are not – but why?
Obtaining a small policy now could save you or your dependents from unplanned financial strain in the future
Posted by Fred Steiner on April 12, 2018 - 8:47am
By Orrie Augsburger Adviser Assistant at Faith Investment Services Bluffton, 419-358-4207
It may seem silly or morbid to purchase a life insurance policy for your young children. It is not a pleasant thought to think that you may potentially make a claim on the policy.
However, purchasing life insurance for a child is not just for having a death benefit when they are young. In fact, one of the significant advantages is financial security through continued insurability.
Ask yourself, financially, could my family afford me not being around?
Posted by Fred Steiner on March 6, 2018 - 9:58am
By Orrie Augsburger
Adviser Assistant at
Faith Investment Services
Bluffton, 419-358-4207
Purchasing Life Insurance is not the most exciting product to buy. Some people argue that it is not a worthwhile investment. Plus, it is not easy or ‘comfortable’ discussing the “what if” scenarios that coincide with the need for life insurance.
