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FINANCIAL RISKS

Life Insurance Asset Management

Bathtub Faucet drippingIt’s an unfortunate fact that many policies will simply not perform as their policy owners expect them to, and yet;

  • Many policy owners, insureds, and trustees are not aware of the risk that the policy they own will not remain in force for their entire […]

    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 |2020-05-22T17:31:19+00:00May 22nd, 2020|Blog, General, Insurance Planning|0 Comments
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Concerned About Having a Sustainable Retirement Income? Watch this!

I want to introduce our 3-part video series called, Retirement Risks. These videos go into depth on some of the planning that we think is critically important for generating a sustainable retirement income that you can enjoy for the rest of your life. I hope you find these videos useful.

By |2014-07-24T17:28:56+00:00July 24th, 2014|Blog, Estate Planning, 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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