Newsletter Archive

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