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MICHAEL FLIEGELMAN

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 […]

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 |2026-06-11T23:48:10+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 |2026-06-11T23:48:29+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 |2026-06-11T23:57:09+00:00June 16th, 2015|Blog, Estate Planning|0 Comments
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The Social Security Explorer

{2:30 minutes to read} Throughout our lives, we're forced to contribute considerable amounts of money into the Social Security system, and then on a given day, we have to decide how we're going to best take the distribution. It's a daunting task. Because of low interest and longevity rates, Social Security is a huge retirement decision for everyone.

By |2026-06-11T23:55:54+00:00May 20th, 2015|Blog|0 Comments
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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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