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LIFE INSURANCE

The Retirement Savings Dilemma [VIDEO]

{5 minutes}  The video below presents a very different approach to how retirement planning can provide a better rate of return. It can do this by combining actuarial science products, like annuities and life insurance, with your investment plan so that you have the highest income and the least risk during […]

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 |2020-03-12T14:20:38+00:00March 8th, 2020|Retirement Planning|0 Comments
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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
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Wealth-Building Cornerstones

{2 minutes to read}  Today I want to talk about a new program that we are using called Wealth-Building Cornerstones. The philosophy of the program is to maximize people’s retirement income by utilizing two economic powers: investment planning and actuarial science.

If you are […]

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 |2019-10-23T16:27:16+00:00October 21st, 2019|Blog, Financial Planning, Retirement Planning|0 Comments
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What Happens to Your Insurance When Your Insurance Company Stops Selling It?

{2 minutes to read}  What happens to your insurance when an insurance company stops selling a line of business that you have? Lately, there’s a trend in which many insurance companies have stopped selling traditional long-term care and others are ceasing to sell life insurance.

There are two things that […]

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 |2019-10-09T16:28:12+00:00October 7th, 2019|Blog, Insurance Planning|0 Comments
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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
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Does Your Retirement Portfolio Include a Volatility Buffer?

{4 minutes to read}  So what exactly is a volatility buffer? A volatility buffer is a way for you to create an alternate asset class in your retirement portfolio that will allow you to avoid some of the problems of what is known as sequence of events risk. Sequence of events risk is, for instance, […]

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 |2018-11-14T17:55:05+00:00November 14th, 2018|Retirement Planning|0 Comments
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Whole Life as a Business Asset

{3:42 minutes to read}  Today, I want to talk about a concept for business owners that we call whole life as a business asset.

Many times, people who own businesses keep money in cash for a plethora of reasons. A business owner needs money readily available all the time. Business owners also have certain financial obligations […]

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 |2018-10-31T19:59:00+00:00October 31st, 2018|Blog, Financial Planning|0 Comments
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The Unfairly Maligned Whole Life Insurance

{2.24 minutes to read} This month, January 2017, our newsletter is going to focus in on the often maligned product of whole life insurance. Throughout my 33 years, I have seen how people have tried to acquire life insurance, and the one product that has worked for my clients over the years has been whole life insurance. The reason for that is the tremendous guarantees.

By |2017-03-06T11:11:48+00:00February 6th, 2017|Blog, General, Insurance Planning|0 Comments
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Disability Claims

When someone has a disability policy and then becomes disabled, one of the most important things they need to do is properly complete the disability claim process and application. I urge all of my clients: When you become disabled, give me a call before processing and sending in the disability claim form. Let me allow […]

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 |2016-10-20T02:21:23+00:00October 19th, 2016|Blog, Financial Planning, Insurance Planning|0 Comments
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What Can We Do For You?

{1:06 minutes to read} I urge you to click on the video below to learn about our planning process and how we're able to help our clients plan and organize their financial lives. We help them to move from what we call the “financial junk drawer” to an organized model that can help them see their entire financial world on one piece of paper.

By |2016-10-20T02:43:23+00:00April 19th, 2016|Blog, Insurance 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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