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Life Insurance Policy

Your Savings-Conservative Money Fund

{7 minutes to read}  Our company is called SWAN, which stands for Strategic Wealth Advisor Network. The acronym SWAN, however, has another meaning, and that is the concept of Sleep Well At Night, and feeling protected and comfortable about your finances. 

Recently, I had a conversation with some clients about […]

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 |2023-08-07T15:18:55+00:00July 24th, 2023|Insurance Planning|0 Comments
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Life Insurance Asset Management

{Time to Read: 1.75 minutes} Many people are trying to manage life insurance policies, whether they’re policies on their own life, or policies in a trust for which they are a trustee. You have to make the best policy decisions.

The analogy that we like to use is one that involves people in a bathtub. The […]

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 |2021-10-08T16:22:28+00:00October 8th, 2021|Blog, Insurance Planning|0 Comments
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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
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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
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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
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Registered Representative offering Securities through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services are offered through G&G Planning Concepts, Inc. which is not affiliated with APFS. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc. (APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

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