C & K Healthcare Advisors Blogs For Client

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

Leave a Legacy, Not a Bill: The Power of Final Expense Insurance

Leave a Legacy, Not a Bill: The Power of Final Expense InsuranceBy: Amber Donaldson Published on: 07/07/2025

generations—not stacks of bills or financial stress. Yet, far too many families are left scrambling to cover end-of-life expenses that can easily reach thousands of dollars. That’s where Final Expense Insurance steps in as a quiet hero—one that ensures your family remembers you with love, not financial burden.

Life InsuranceWealth & Retirement
Leave a Legacy, Not a Bill: The Power of Final Expense Insurance