Advisor Insurance Services, LLC

CONNECT

Address:

3213 West Wheeler St. #296
Seattle, WA 98199

Phone:

206.251.1970

Newsletters

47% of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2017

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

February

January

  • HOT TOPIC: Tax Reform: How Will You Be Affected?

    On December 22, 2017, President Trump signed a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. This Special Report provides an overview of the major corporate tax changes and a more comprehensive outline of the provisions likely to affect individual taxpayers.

  • An Introduction to Trusts

    A properly constructed trust can serve many purposes for families — and not just for the wealthy.

  • Keeping Savings on Track with a Spousal IRA

    IRS rules allow a working spouse to contribute to an IRA for a spouse who earns little or no income.

  • Illinois Highlights Credit Risk

    A look at the tax advantages and credit risks associated with municipal bond investments.

December

November

October

September

August

  • Do You Have Enough Life Insurance?

    The differences between term life insurance and permanent life insurance and the advantages of an individual policy.

  • Demographic Dilemma

    Some economists believe shifting demographics may be the primary reason GDP growth has been weak versus past recoveries.

  • Social Media Marketing Strategies

    Social media is a convenient way for a small business to build customer relationships and gain market exposure.

July

June

  • Investing in Your Values

    Investing based on principles of sustainable, responsible, and impact could have a positive social outcome.

  • Do You Need Disability Insurance

    An individual disability income policy could provide much-needed income in the event of an accident or illness.

  • Student Loans Meet Retirement

    Considering a higher-education loan for yourself or others? Here are some factors older adults should keep in mind.

  • Indexed Annuities

    The benefits and risks of indexed annuities, including ways in which return rates are calculated.

May

April

March