Life Insurance and Estate Planning

12/07/2020
Today, life insurance is a crucial part of many estate plans. Life insurance can also be used to replace wealth lost due to the expenses and taxes that may follow your death, and to make gifts to charity at relatively little cost to you.

Quarterly Perspectives — Third Quarter 2020

10/09/2020
As discussed in our Midyear Outlook, our baseline scenario of a sharp rebound in economic activity followed by a long climb to full recovery appears to be playing out.

Medicare Basics

08/14/2020
Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition, and certain younger people with disabilities or end-stage renal disease. Here are some basic facts about Medicare that you should know.

2020 Midyear Outlook

07/13/2020
In January, we published our 2020 Perspectives. At midyear, we find ourselves in a pandemic-induced recession with double-digit unemployment. Markets have plummeted and bounced upward but remain volatile. Read more to learn about INTRUST's midyear perspectives.

Converting Savings to Retirement Income

05/13/2019
During your working years, you've probably set aside funds in retirement accounts such as IRAs, 401(k)s, or other workplace savings plans, as well as in taxable accounts. Your challenge during retirement is to convert your savings into an ongoing income stream that will provide adequate income throughout your retirement years.

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