All Posts By Jeff Root

Should You Buy 5-Year Term Life Insurance?

Jeff Root Jeff Root
Posted in Term
5-Year Term Life Insurance

Many people think they could save money by getting only five years of life insurance coverage. It makes sense: Ten years of coverage costs less than 20 or 30 years. Shouldn’t five years of coverage cost even less? Like any financial product, life insurance follows its own kind of logic. While it’s possible to find.. Read More

Leveraging Life Insurance for Charitable Giving

Jeff Root Jeff Root
Posted in Advanced Planning
Charitable Giving

What do Warren Buffet, Bill and Melinda Gates, Michael Bloomberg, and the heirs of Sam Walton have in common? They have given away billions of dollars through foundations and nonprofits to make the world better. Many of us would also like to leave a lasting legacy in our communities through charitable giving. But unless we’re.. Read More