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ESTATE PLANNING

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
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What the Low Interest Rate Environment Means for Your Estate Plan: Life Insurance Premium Financing

{2:30 minutes to read} In a prior blog, we talked about a concept that is still very popular today called life insurance premium financing. Life insurance premium financing is a strategy that takes advantage of a low interest rate environment. It's not for the many, but it's definitely for the few.

By |2016-10-23T15:57:03+00:00June 29th, 2015|Blog, Estate Planning, Retirement Planning|0 Comments
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What the Low-Interest-Rate Environment Means for Your Estate Plan: Loans to Irrevocable Trusts

{4:10 minutes to read} Going into 2015, we've experienced the continuation of what has been a low-interest-rate environment. While this is a good thing for people who are applying for mortgages, it might not be the best thing for your financial plan when it comes to investing. However, it might be a great opportunity for your estate plans.

By |2016-10-23T15:58:48+00:00June 16th, 2015|Blog, Estate Planning|0 Comments
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Big Picture Planning

When we look very closely at things, we sometimes get a distorted view. Let's say we are looking closely at the ground. If we place a level on the ground, we can see that the earth we are walking on is flat. But as we move up and away from the ground, eventually we can start to see that the earth is actually not flat, but is round.

By |2019-07-20T06:31:16+00:00January 1st, 2015|Blog, Estate Planning, Financial Planning, Retirement Planning|0 Comments
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Disability Income Insurance Series – Part 1

If you ask people, especially highly compensated employees, about their group disability plan at work, most of them shake their heads and say “I’m good, I’m set, I have it.” But they don’t really understand how their group Long Term Disability (LTD) Plan works in the same way that they understand their group health and 401(k).

By |2014-03-20T16:35:05+00:00March 20th, 2014|Blog, Financial Planning, Insurance Planning|0 Comments
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Have You Planned for Your Retirement? Part 2

As outlined in Part 1, given all the factors that need to be considered in order to plan for your retirement, there is really no way to determine what is the exact right amount of money. There are, however, certain things that you can do to position yourself in the best possible way.

By |2014-01-09T16:11:39+00:00January 9th, 2014|Blog, Financial Planning, Retirement 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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