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Insurance Planning

When Did You Last Review Your Life Insurance?

{4 minutes to read}  Today, I want to talk about reviewing your life insurance. Years ago, somebody said to me, “Inspect what you expect.” In the last couple of years, I have had so many experiences with people who bought life insurance but didn’t realize that their policy had […]

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 |2019-07-10T16:01:21+00:00July 3rd, 2019|Blog, Insurance Planning, Long Term Care Insurance|0 Comments
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Do You Still Qualify?

{2 minutes to read}  When it comes to life insurance, disability insurance, and long-term care insurance, my experience tells me that most consumers are not aware that they have to qualify. That means that you can’t always buy these products, even if you have the money and you want to.

Every day our health changes and […]

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 |2019-07-25T17:44:57+00:00March 27th, 2019|Blog, Insurance Planning|0 Comments
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The Unfairly Maligned Whole Life Insurance

{2.24 minutes to read} This month, January 2017, our newsletter is going to focus in on the often maligned product of whole life insurance. Throughout my 33 years, I have seen how people have tried to acquire life insurance, and the one product that has worked for my clients over the years has been whole life insurance. The reason for that is the tremendous guarantees.

By |2017-03-06T11:11:48+00:00February 6th, 2017|Blog, General, Insurance Planning|0 Comments
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Disability Claims

When someone has a disability policy and then becomes disabled, one of the most important things they need to do is properly complete the disability claim process and application. I urge all of my clients: When you become disabled, give me a call before processing and sending in the disability claim form. Let me allow […]

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 |2016-10-20T02:21:23+00:00October 19th, 2016|Blog, Financial Planning, Insurance Planning|0 Comments
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What Can We Do For You?

{1:06 minutes to read} I urge you to click on the video below to learn about our planning process and how we're able to help our clients plan and organize their financial lives. We help them to move from what we call the “financial junk drawer” to an organized model that can help them see their entire financial world on one piece of paper.

By |2016-10-20T02:43:23+00:00April 19th, 2016|Blog, Insurance Planning|0 Comments
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Life Insurance Product Spotlight

September is Life Insurance Awareness Month and I urge each of you to take a look at your life insurance. In the August 9 issue of the Wall Street Journal, an article featured a couple of retired school teachers in upstate New York who, years ago, when interest rates were significantly higher, purchased a type of insurance product that was based upon those interest assumptions. Unfortunately, their life insurance premiums went up significantly because of the low interest rate environment that exists now.

By |2016-10-23T00:20:27+00:00September 25th, 2015|Blog, Insurance Planning, Product Spotlights|0 Comments
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Life Happens. Are You Prepared?

{1:00 minutes to read} September is Life Insurance Awareness Month. Other assets that you purchase, such as investments, real estate, or property, get reviewed and managed as a matter of course. But when it comes to life insurance, many times people just buy it, put it in a drawer, and leave it there.

By |2016-10-23T00:21:16+00:00September 25th, 2015|Blog, Insurance Planning|0 Comments
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Life Insurance and Irrevocable Trust – The Peanut Butter Cup of Insurance

{1:36 minutes to read} Today I want to talk about life insurance and estate planning for those that can afford it and are insurable. Like peanut butter and chocolate in a Reese's peanut butter cup, life insurance and an irrevocable trust are 2 things that go great together.

By |2019-07-20T06:40:13+00:00September 3rd, 2015|Blog, Estate Planning, Insurance 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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