Check the background of this investment professional on FINRA BrokerCheck

DISABILITY INSURANCE

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
Read More

Why Should You Give Us a Call?

{4 minutes to read}  Today I want to talk about three subjects:

  1. What do we actually do?
  2. How can we help?
  3. Why should you consider working with us?

What Do We Actually Do?

What we do is very diverse. We go under the heading of providing financial planning, but many times people don’t want to do 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 |2020-09-23T11:40:06+00:00September 23rd, 2020|Blog, Estate Planning, Financial Planning, Retirement Planning|0 Comments
Read More

Coronavirus and Insurance Planning

{2 minutes to read}

So, what are you doing about your insurance needs?

A lot of changes have happened in the year 2020, which we have now dubbed “2✱2✱.” We are replacing the zeros with asterisks because the world has changed and this is the year of exceptions.

However, some things remain the same and people still have […]

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 |2020-08-20T10:58:15+00:00August 20th, 2020|Blog, Financial Planning, Insurance Planning|0 Comments
Read More

Disability Income Insurance

In many ways, disability insurance is the most important part of someone’s financial plan. You may ask yourself, how long will I be able to be okay if my paycheck stopped? Disability insurance is the vehicle by which people can continue to get that income. 

But what I have noticed is most […]

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 |2020-02-14T01:48:17+00:00February 10th, 2020|Blog, Disability Insurance, Financial Planning, Insurance Planning|0 Comments
Read More

How Do You Define Good Planning?

{2 minutes to read} Today, I want to talk about what happened to me while I was visiting an advisor that works through my organization. She shared with me how someone had passed away, hadn’t done the planning, and didn’t have adequate life insurance. The family was desperate for money for last […]

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 |2019-11-20T18:37:20+00:00November 19th, 2019|Blog, Estate Planning, Insurance Planning|0 Comments
Read More

Disability Insurance Awareness Month

{2 minutes to read}  With May being Disability Insurance Awareness Month, I wanted to focus on disability insurance — which is in so many ways the Achilles heel of a financial plan. Too many times, people rely on their company or government benefits like Social Security or state disability, which don’t necessarily provide adequate protection.

Think […]

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 |2019-05-16T14:10:52+00:00May 16th, 2019|Financial Planning|0 Comments
Read More

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
Read More

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
Read More

Is life insurance a part of your retirement plan? It should be.

{3:12 minutes to read} Today I want to talk about qualified plan accounts as an approach to purchasing life insurance as part of your retirement plan. Qualified plans include:

  • 401(k);
  • Profit-sharing;
  • Money purchase; and
  • Defined benefit plans.

As people get older and accumulate wealth, these qualified plan accounts could potentially represent a very attractive way for an individual to purchase […]

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 |2016-10-23T15:55:44+00:00July 24th, 2015|Blog, Retirement Planning|0 Comments
Read More

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.

Check the background of this investment professional on FINRA BrokerCheck