As soon as you receive your Form 1095-A statement, keep it with your other tax-related documents. Similar to a W-2 or 1099 form, you will need to have it on hand if you prepare your own taxes, or you’ll need to provide…
A.M. Best has affirmed the A (Excellent) financial strength rating for Kansas City Life Insurance Company. Also, A.M. Best affirmed the A-(Excellent) rating for its wholly owned subsidiary, Sunset Life Insurance Company of America, and its final expense subsidiary, Old…
Important dates for 2016 enrollment: November 1, 2015: Open Enrollment starts – first day you enroll in 2017 Marketplace plan January 1, 2017: First date 2016 coverage can start January 31, 2017: 2017 Open Enrollment ends If you don’t enroll in a 2017…
Non-Traditional Way to Plan for College Helping your children or grandchildren with college expenses can be one of the greatest gifts you’ll ever give. College costs are on the rise, and today more than ever, Students are graduating with significant…
April Newsletter Cancer Survivor Bought Standard Life Insurance Yes! This week we insured a 52-year-old woman Cancer Survivor with a fully underwritten $500,000 Whole Life insurance. This does not usually happen, but through our underwriting credits we were able to…
Kids’ Event Topic: celebration of life 100 Years Later When? Sunday, April 26, 2015. Where? Contact us This event will be dedicated to commemoration of the Centennial of the Armenian Genocide. Per Wikipedia, in 1997 the California State Assembly declared April 24th as a Day…
LEGACY PARTNERS INSURANCE & FINANCIAL SERVICES, INC. We value you as a customer and take your personal privacy seriously. We believe that it is important to protect the confidentiality of your personal information (referred to in this policy as…
When individuals become disabled, most can no longer continue saving for retirement. With a loss of income, they are unable to contribute to 401(k) plans (or other retirement vehicles), receive their employer match or contribute to Social Security. DI Retirement…
Covered California announced that it’s increasing penalties for not having health insurance, and is encouraging Californians without coverage to explore their options and sign up to avoid large penalties during next year’s tax time. “It’s important that consumers understand now…
