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We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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  1. Home
  2. Archived Blog
  3. April 2018

April 2018

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Submitted by Maynard & Associates Wealth Management on April 19th, 2018

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.

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How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Submitted by Maynard & Associates Wealth Management on April 5th, 2018

Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life insurance begins with deciding what is the right amount of life insurance. And, integral to determining the right amount of life insurance is understanding the role of your Social Security Survivorship Benefit (SSSB).

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