C & K Healthcare Advisors Blogs For Client

Why Insurance Is More Than Just a Policy

Why Insurance Is More Than Just a PolicyBy: Amber Donaldson Published on: 23/09/2025

This client-facing blog explains why insurance is more than just paperwork—it’s about protecting loved ones, securing peace of mind, and planning for the future. It highlights the value of personalized coverage, the importance of preparing ahead, and how working with a trusted advisor can make navigating options simple and stress-free.

MedicareLife InsuranceWealth & Retirement
Why Insurance Is More Than Just a Policy

Indexed Universal Life (IUL): A Client's Guide to Understanding Your Policy

Indexed Universal Life (IUL): A Client's Guide to Understanding Your PolicyBy: Amber Donaldson Published on: 21/08/2025

This guide simplifies Indexed Universal Life (IUL) insurance policies for clients, explaining how they work, their key benefits, and addressing common misconceptions. Learn how IUL can be a valuable part of your financial strategy for long-term security and growth.

Life InsuranceWealth & Retirement
Indexed Universal Life (IUL): A Client's Guide to Understanding Your Policy

Why You Should Consider a Revocable Trust

Why You Should Consider a Revocable TrustBy: Amber Donaldson Published on: 18/08/2025

This blog explains why creating a revocable trust is one of the smartest steps you can take to protect your family, avoid probate, and ensure your wishes are carried out. Written from a client’s perspective, it highlights the flexibility, privacy, and peace of mind a revocable trust provides.

Wealth & Retirement
Why You Should Consider a Revocable Trust

Beyond Wills: How Estate Planning Builds Generational Wealth

Beyond Wills: How Estate Planning Builds Generational WealthBy: Amber Donaldson Published on: 14/07/2025

When most people think about estate planning, they think of wills—who gets what and when. But true estate planning is much more than just divvying up your belongings after you’re gone. It’s about building a legacy, protecting your family, and laying the foundation for generational wealth that can span decades—if not centuries.

Wealth & Retirement
Beyond Wills: How Estate Planning Builds Generational Wealth