January 2017 – The Unfairly Maligned Whole Life Insurance

December 2016 – End-of-Year Planning

November 2016 – Saving For College

• Product Spotlight – Gift of a Lifetime
• A Long-Term Care Update
• The National Student Loan Service Center

October 2016 – The Achilles Heel of Financial Plans

• Product Spotlight – Disability Buyout Insurance
• VIDEO: How a Disability Insurance Policy Changed a Dentist’s Life
• Disability Insurance and Buy-Sell Agreements
• Disability Claims

September 2016 – The Arrogance of Procrastination

• Product Spotlight – Life Insurance
• No More Discounts
• Measurement vs Calculation

August 2016 – Whose Money Is It Anyway?

• Product Spotlight: life insurance with long-term care
• Whose Money Is It Anyway?
• Goodbye to Prince—and a Chunk of His Estate

July 2016 – Focus on Whole Life Insurance

• Video: Whole Life Insurance Product Spotlight
• Elder Law and Estate Planning: An Interview with Chris Petillo Part 2
• Reverse Mortgages – An Interview With Warren Goldberg, Part 2

June 2016 – Re-Focus on Retirement Planning

• Elder Law and Estate Planning: An Interview with Chris Petillo Part 1
• Reverse Mortgages – An Interview with Warren Goldberg, Part 1

May 2016 – Focus on Retirement Planning

• Product Spotlight: Life Insurance and Long-Term Care
• Healthcare and Retirement Planning; an Interview with Peter Stahl
• Healthcare and Retirement Planning; an Interview with Peter Stahl Part 2

April 2016 – Focus on Estate Planning

• Estate Planning
• What Can We Do For You?

March 2016 – Focus on Disability Insurance

• The Overlooked Employee Benefit
• Disability Insurance Won’t Grow Your Retirement Funds

February 2016 – Focus on Annuities

• Improving Retirement Incomes

January 2016 – Focus on Estate Planning

• Concepts on Estate Planning
• Key Numbers for 2016

December 2015 – Happy New Year!

• Have You Protected Your Most Valuable Asset?
• I’m retired! I don’t need life insurance!
• Long Term Care Product Spotlight

November 2015 – Focus on Long-Term Care

• The Pain of Discipline vs the Pain of Regret
• Year-End Tax Planning – – Have You Started Yours?
• Long Term Care Product Spotlight

October 2015 – Focus on Retirement

• The Foundation of a Retirement Plan – – Social Security
• Investment Planning for a Safe and Secure Retirement
• Video: Retirement Risks

September 2015 – September Is Life Insurance Awareness Month

• Managing Trust Owned Life Insurance – Part 1
• Life Happens. Are You Prepared?
• Life Insurance Product Spotlight

August 2015 – The 2015 Financial Data You Need

• Guaranteed Standard Issue
• The 2015 Financial Data You Need

April 2015 – What Is Your Most Valuable Asset?

• What Is Your Most Valuable Asset?
• Single Payment Life Insurance

March 2015 – Join Us March 26 for More Than Everything You’ve Ever Wanted to Know About Social Security

• More Than Everything You’ve Ever Wanted to Know About Social Security
• The Golden Years Can Kiss My #$%^

February 2015 – The Big Picture

• Big Picture Planning
• It’s Personal. It’s not Just Business.

January 2015 – Life Insurance Could Have Helped Walter White

• The Importance of Life Insurance
• A New Solution to an Old Problem

November 2014 – Are Your Worthy of Trust -&- What Keeps You Up at Night?

• Are You Worthy of Trust?
• What Keeps You Up at Night?

October 2014 – Videos: Sustainable Retirement Income & Using Other People’s Money to Pay Your Premiums

• Concerned About Having a Sustainable Retirement Income? Watch this!
• Life Insurance Premium Finance: “Not for the many, but great for the few”

September 2014 – Bankruptcy and Life Insurance

• Bankruptcy and Life Insurance
• The Rock and the Ripple

August 2014 – Why Do Wealthy People Need Life Insurance?

• The Term Life Insurance Convertible
• Why Do Wealthy People Need Life Insurance?

April 2014 – Disability Insurance Continued

• Disability Insurance Series Part 3
• Disability Insurance Series Part 4 – High Limits Disability for Athletes, Entertainers and High Earners

March 2014 – Premium Financing

• Premium Financing

February 2014 – Why Whole Life?

• Why Whole Life?

January 2014 – Have You Planned for Your Retirement?

• Have You Planned for Your Retirement? Part 1
• Have You Planned for Your Retirement? Part 2

December 2013 – What is Your Bathtub Test Score?

• What is Your Bathtub Test Score?
• IRS Just Released Inflation Adjustments

November 2013 – Have You Had a Financial Check Up Lately?

• Have You Had a Financial Check Up Lately?
• The Hidden Value of Life Insurance

October 2013 – Can Seeing Really Be Believing?

• Can Seeing Really Be Believing?
• Premium Financing? What is That?

September 2013 – The Basics – Annuities & Life Insurance (VIDEOS)

• The Basics of Life Insurance
• The Basics on Annuities

August 2013 – How Whole Life Insurance Works

• How Whole Life Insurance Works
• Mortality Credits and Guaranteed Income