Mutually Speaking

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Four Tax Tips for Military Members

March 12, 2026

Taxes are confusing, and when your career involves several relocations, income earned in multiple states (and countries), and a variety of benefits that come from different sources, they can become even more complex. The good news is that serving in the military comes with a number of tax advantages. Once you know about them, preparing…

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How to Calculate Your Life Insurance Needs

September 30, 2024

When it comes to protecting your family with life insurance, there is no magic formula...

What Happens When a Life Insurance Policy Owner Passes Away?

September 19, 2024

When people think about life insurance, they typically only think about the death of the...

Common Life Insurance Policy Strategies

September 9, 2024

Life insurance can be complicated – as with saving for retirement, there is no single...

Terminal Illness: How Life Insurance Can Help

July 10, 2024

A terminal illness diagnosis is never easy, for either the individual receiving the...

What Happens When Policy Beneficiaries Are Outdated?

May 30, 2024

When you purchase a life insurance policy, you are required to designate your policy’s...

Life Insurance Policy Loans

May 8, 2024

If you are the owner of a permanent life insurance policy, you may be able to borrow...