Mutually Speaking


What to Expect from a Life Insurance Medical Exam

May 24, 2023

When you apply for life insurance, you may be asked to undergo a medical exam. This exam is used by the life insurance company to assess your eligibility for coverage and, if you are medically eligible for coverage, to then determine the premium rates you qualify for based on your health. Individuals in better health…


Understanding the GI Bill

March 24, 2023

The GI Bill was first signed into law by President Franklin D. Roosevelt in 1944 to...

The Survivor Benefit Plan and a Disabled Child Beneficiary

March 15, 2023

The Survivor Benefit Plan (SBP) provides a monthly income annuity to named beneficiaries...

Do Veterans’ Benefits and Military Retirement Pay Count as Income?

March 6, 2023

Tax season has people all over the country reviewing their finances and organizing their...

Converting Term to Permanent Insurance

February 22, 2023

Term and permanent life insurance can play different roles in your insurance strategy....

Life Insurance and Taxes

February 14, 2023

Nothing is certain except death and taxes – except when it comes to life insurance. In...

Life Insurance for Newlyweds

February 3, 2023

If you and your partner have just gotten married, or are planning a wedding,...