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November is Long-Term Care Month

{4 minutes to read}

At the time of this writing, it is Election Day, November 3rd, 2020. And besides being a very big day in America, it is also Long-Term Care Awareness Month.

Long-term care, to me, is a very personal thing because both my parents and my wife Donna’s parents spent time in assisted living nursing […]

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 |2020-11-24T15:50:12+00:00November 24th, 2020|Blog, Long Term Care Insurance|0 Comments

Don’t Surrender That Life Insurance Policy or Let It Lapse!

{4 minutes to read}  Today, I want to talk about a situation that came up with one of our clients which caused me to want to share something important about life insurance. No one should ever surrender or let their life insurance policy lapse before doing appropriate due diligence and review.

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 |2020-04-08T09:59:35+00:00April 8th, 2020|Blog, Insurance Planning|0 Comments