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Feb 15

Tips to protect yourself from tax season scams

By agent, caution, charities, compromise, Consumer Tips, coronavirus, COVID-19, crime, cybercrime, data, email, fake, file, filing, fraud, identity, independent, Insurance, IRS, Pandemic, phishing, phone, prevent, protect, ransomware, return preparer, returns, scam, social media, tax, taxes, taxpayer, theft, vishing, website
Taxpayers, beware of fraudsters out to trick you for your information. The IRS continues to urge Americans to be vigilant to tax return identity theft threats during the pandemic and its aftermath in its annual list of Dirty Dozen Tax Scams. The post Tips to protect yourself from tax season scams appeared first on The Cincinnati Insurance Companies blog.
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Feb 16

Tips to protect taxpayers from identity theftduring and after the pandemic

By agent, caution, charities, compromise, Consumer Tips, coronavirus, COVID-19, crime, cybercrime, data, email, fake, file, filing, fraud, identity, independent, Insurance, IRS, Pandemic, phishing, phone, prevent, protect, ransomware, return preparer, returns, scam, social media, tax, taxes, taxpayer, theft, vishing, website
Taxpayers, beware of fraudsters out to trick you for your information. Tax return identity theft has reached such epidemic proportions that it tops the list of the IRS’s Dirty Dozen Tax Scams. Here are tips the IRS wants you to know about identity theft so you can avoid becoming a victim. The post Tips to protect taxpayers from identity theft<br>during and after the pandemic appeared first on The Cincinnati Insurance Companies blog.
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Apr 21

Fixed deferred annuities can add STYLE to a retirement portfolio

By agent, annuity, contract, deferred, estate planning, fees, fixed, funds, independent, Insurance, law, life, Life Insurance, lifetime, liquidity, plan, planning, protect, retirement, safety, savings, style, tax, tax deferral, withdrawal, yield
Market volatility, rising healthcare costs, concerns about the future viability of Social Security and the potential to be taxed on Social Security benefits leave many doubting their financial well-being. Many could be dealing with a very real possibility of outliving their assets. The post Fixed deferred annuities can add STYLE to a retirement portfolio appeared first on The Cincinnati Insurance Companies blog.
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Apr 21

Fixed deferred annuities can add STYLE to a retirement portfolio

By agent, annuity, contract, deferred, estate planning, fees, fixed, funds, independent, Insurance, law, life, Life Insurance, lifetime, liquidity, plan, planning, protect, retirement, safety, savings, style, tax, tax deferral, withdrawal
Market volatility, rising healthcare costs, concerns about the future viability of Social Security and the potential to be taxed on Social Security benefits leave many doubting their financial well-being. Many could be dealing with a very real possibility of outliving their assets. The post Fixed deferred annuities can add STYLE to a retirement portfolio appeared first on The Cincinnati Insurance Companies blog.
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Sep 17

How annuity maximization could benefit your heirs

By 401(k), agent, annuity, assets, beneficiary, family, heirs, immediate, independent, inheritance, Insurance, life, Life Insurance, maximization, ordinary, policy, premium, protect, retirement, single, Social Security, supplement, tax
Many people struggle to understand annuities and wonder if they really need one or not. To help shed light on this situation, let’s look at one example. The post How annuity maximization could benefit your heirs appeared first on The Cincinnati Insurance Companies blog.
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Dec 04

Tips to protect taxpayers from ID theft

By advice, agent, artists, business, charities, charity, collect, con, Consumer Tips, control, costly, data, dirty, donations, dozen, expensive, fake, fraud, ID, identity, independent, individual, Insurance, internal, IRS, law, legal, loss, phish, phishing, phone, prepare, preparer, prevent, protect, return, returns, Revenue, scam, scams, service, solicit, tax, taxpayer, taxpayers, theft
Tax return identity theft has reached such epidemic proportions that it tops the list of the IRS’s Dirty Dozen Tax Scams. Take note of tips the IRS wants you to know about identity theft so you can avoid becoming the victim. The post Tips to protect taxpayers from ID theft appeared first on The Cincinnati Insurance Companies blog.
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Jan 16

Helpful tips to locate a life insurance policy

By active, agent, annuity, association, beneficiary, box, cabinet, contract, cover, coverage, death, department, deposit, files, filing, fraternal, group, independent, Insurance, life, Life Insurance, locate, locator, loss, NAIC, organization, policy, privacy, return, safe, state, tax, union
After the loss of a loved one, it can be a challenge to locate a life insurance policy … or even know if one exists. After all, it may have been issued 40 to 50 years ago. Here are tips to help find out if your loved one had an active life insurance policy or annuity contract. The post Helpful tips to locate a life insurance policy appeared first on The Cincinnati Insurance Companies blog.
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