In an ideal world, you start your own practice with a roster of blue-chip clients, staffers who hang on your every word, lots of start-up money, and every kind of insurance you could ever need.
Have you ever bought a life insurance or disability insurance policy and then received a refund of the premium you paid? Well, CBIA/Lawyers Financial clients have!
Any time is a good time to get a financial advisor, says Dawn Marchand, vice-president of marketing and direct distribution for CBIA/Lawyers Financial. “I firmly believe everyone could benefit from working with a professional advisor,” Marchand
The legal community may soon be able to get in on the ground floor of an “innovative” retirement plan designed specifically for lawyers and their staff, says Dawn Marchand, vice-president of marketing, product and direct distribution for Lawyers
“Oh man, I’ve got the best life insurance,” said no one ever. That’s because, at the end of the day, most policies operate under the same basic principle: you pay a moderate amount of money every month for insurance that only pays out after you’re dead.
If you are lucky enough to have a company-sponsored pension plan, it’s likely a defined contribution (DC) plan and your employer may offer some amount of matching, meaning they will also be contributing to your retirement savings goal.
