Michael Fliegelman – Page 5

Washington Cares Act
Washington Cares Act

Washington Cares Act

{4 minutes to read}

Today, I’d like to talk about new laws in the state of Washington. Even though most of us won’t be residing in the state of Washington, there is an interesting new law that is going into effect called the Washington Cares Act. This Act is the state’s long-term care insurance coverage, intended […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2021-08-24T11:02:41+00:00August 24th, 2021|Blog, Long Term Care Insurance, Retirement Planning|0 Comments

Premium Financing
Premium Financing

Premium Financing

{2 minutes to read} Today, I want to talk about a strategy called Premium Financing. Premium financing is for high-net-worth people who want to purchase permanent life insurance for estate planning purposes. The insurance would provide funds to pay estate taxes, so that the family doesn’t have to liquidate assets such as real estate, businesses, […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2021-07-23T16:35:10+00:00July 23rd, 2021|Blog, Estate Planning|0 Comments

Estate Planning 2021
Estate Planning 2021

Estate Planning 2021

{4 minutes to read}

As the Biden administration ramps up, it’s inevitable that there are going to be some tax law changes. The extent of those changes obviously can’t be predicted, but I think it’s a good topic for people to consider.

Donald Trump put in a very large increase to the amount of wealth that can […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2021-07-09T15:44:58+00:00July 9th, 2021|Blog, Estate Planning, Financial Planning, Tax Planning|0 Comments

Changes in the Long-Term Care Business
Changes in the Long-Term Care Business

Changes in the Long-Term Care Business

{5 minutes to read} Today, I want to go over the ongoing and continuous changes in the long-term care business. Since the beginning of 2021, we have seen two additional carriers pull out of the standalone or traditional long-term care space. Those carriers include MassMutual and Trans America, leaving a very small number of carriers […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2021-05-25T11:48:59+00:00May 25th, 2021|Blog, Long Term Care Insurance|0 Comments

Actuarial Science and Retirement Planning
Actuarial Science and Retirement Planning

Actuarial Science and Retirement Planning

{5 minutes to read} Today’s blog is on actuarial science and retirement planning. What moved me to write about this was a recent article in Forbes Magazine by Dr. Wade Pfau, a professor at the American College. His article is titled “Whole Life Insurance in a Lifetime Financial Plan.” What he talks about is a […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2021-05-20T11:11:45+00:00May 12th, 2021|Annuities, Blog, Estate Planning, Financial Planning, Insurance Planning, Retirement Planning|0 Comments

More Changes are Coming so Be Prepared
More Changes are Coming so Be Prepared

More Changes are Coming so Be Prepared

{3 minutes to read} Today’s blog is going to be about change, and how much change we’ve gone through in the last year since COVID-19 broke out. A worldwide pandemic began, and it changed our lives forever. What we are living through is remarkable with so many having been affected.

Along with the changes to ourselves […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2021-04-22T15:46:10+00:00April 22nd, 2021|Blog, Financial Planning, Insurance Planning|0 Comments

The Value of Annuities in Retirement Planning
The Value of Annuities in Retirement Planning

The Value of Annuities in Retirement Planning

Today, we’re going to talk about retirement planning and the case for annuities. There was a recent article in the Wall Street Journal titled “The Case for Replacing Some Bonds With Annuities“. The first line says, “Unless you die relatively young, income annuities will give you more retirement spending power than bonds, […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2021-04-09T10:52:23+00:00April 9th, 2021|Annuities, Blog, Retirement Planning|0 Comments

How Can Business Owners Benefit from Insurance Protection?
How Can Business Owners Benefit from Insurance Protection?

How Can Business Owners Benefit from Insurance Protection?

{3 minutes to read} Today, I want to talk about Whole Life as a Business Asset.

Many times business owners are seeking ways to protect their businesses against the loss of a key person, or to indemnify their company in the event of a key person or owner dying or becoming disabled. They also can use […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2021-03-24T18:24:53+00:00March 24th, 2021|Blog, Financial Planning, Insurance Planning, Product Spotlights|0 Comments

Phase 2: Wealth Distribution Cont’d
Phase 2: Wealth Distribution Cont’d

Phase 2: Wealth Distribution Cont’d

{3 minutes to read} Today, I want to continue the discussion on the second phase of financial planning, and that is Wealth Distribution and Retirement.

We spend a lot of time with our clients, helping them with plans to generate income in the most efficient manner possible, and as we discussed in prior blogs, on the […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2021-03-22T17:10:42+00:00March 22nd, 2021|Blog, Estate Planning, Retirement Planning|0 Comments

Phase 2: Wealth Distribution
Phase 2: Wealth Distribution

Phase 2: Wealth Distribution

{4 minutes to read} Last week, we talked a little bit about the three phases of a financial plan — Wealth Accumulation, Wealth Distribution, and Wealth Preservation. Today, I want to focus on what might be one of the more misunderstood areas, which is Wealth Distribution.

Wealth Distribution is the phase of […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2021-02-17T11:37:00+00:00February 17th, 2021|Blog, Retirement Planning|0 Comments

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About Michael Fliegelman