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Insurance Planning

Your Savings-Conservative Money Fund

{7 minutes to read}  Our company is called SWAN, which stands for Strategic Wealth Advisor Network. The acronym SWAN, however, has another meaning, and that is the concept of Sleep Well At Night, and feeling protected and comfortable about your finances. 

Recently, I had a conversation with some clients about […]

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 |2023-08-07T15:18:55+00:00July 24th, 2023|Insurance Planning|0 Comments
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Insurance Planning: a Possible Tool and Strategy to Overcome Inflation

{4 minutes to read}  At the time of this blog, we are heading toward the end of 2022, and what was a financially challenging year for people, especially as inflation has reared its head. People are concerned about the ever-increasing cost of living as things have gone up quite a bit in 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 |2023-03-23T17:33:26+00:00March 14th, 2023|Blog, Estate Planning, Insurance Planning, Retirement Planning|0 Comments
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What Do You Do Now?

{2 minutes to read}  Twenty years ago, I purchased a 20-year term policy. Today, I got a letter from the insurance company about an important milestone that is upon us. The letter then went on to explain that my 20-year term policy has a feature now that allows me to continue the coverage if I […]

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 |2023-02-10T15:22:40+00:00January 10th, 2023|Insurance Planning|0 Comments
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A New Kind of Life Insurance

{5 minutes to read}  Today, I want to talk about a new life insurance product that has recently come out called a 12 Pay Whole Life Contract. In the illustration attached, you’re going to see $100,000 contributions going in for a 45-year-old individual for 12 years. This is a permanent life insurance policy 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 |2022-12-15T11:46:41+00:00December 15th, 2022|Blog, Estate Planning, Financial Planning, Insurance Planning|0 Comments
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The Concept of Return of Premium

{4 minutes to read}  Today, I want to talk about a concept called Return of Premium. Return of premium life insurance has been around for some time now and mostly has been talked about in the context of what we call Return of Premium Term Life Insurance. So, let’s say at the end of 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 |2022-01-20T18:56:44+00:00January 20th, 2022|Blog, Financial Planning, Insurance Planning|0 Comments
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Life Insurance Asset Management

{Time to Read: 1.75 minutes} Many people are trying to manage life insurance policies, whether they’re policies on their own life, or policies in a trust for which they are a trustee. You have to make the best policy decisions.

The analogy that we like to use is one that involves people in a bathtub. 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 |2021-10-08T16:22:28+00:00October 8th, 2021|Blog, Insurance Planning|0 Comments
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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 |2021-05-20T11:11:45+00:00May 12th, 2021|Annuities, Blog, Estate Planning, Financial Planning, Insurance Planning, Retirement Planning|0 Comments
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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 |2021-04-22T15:46:10+00:00April 22nd, 2021|Blog, Financial Planning, Insurance Planning|0 Comments
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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 |2021-03-24T18:24:53+00:00March 24th, 2021|Blog, Financial Planning, Insurance Planning, Product Spotlights|0 Comments
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Purchasing Life Insurance with Before-Tax Dollars

Today I want to talk about life insurance and how it can be purchased. Most of the time people buy life insurance with after-tax dollars — dollars that they’ve already paid taxes on. Since the SECURE Act was signed into law, one of the things we are doing more and more is looking at ways […]

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 |2021-01-25T11:54:36+00:00January 25th, 2021|Blog, Financial Planning, Insurance Planning, Tax Planning|0 Comments
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Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory).Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

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