Aiko, SWAN’s Canine Service Employee
We’re very proud to introduce to everybody our company mascot and new employee, Aiko. She is a high quality service provider just like all of us at Strategic Wealth Advisor Network.
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.
Why Do Wealthy People Need Life Insurance?
Why would well-educated, smart, successful, wealthy people buy life insurance? If somebody dies, there is plenty of money for the family. Life insurance for the wealthy is a tool with a multitude of uses.
The Term Life Insurance Convertible
We’re going to talk about some provisions of the term life insurance policy that many people have.
Disability Insurance Series – Part 4
I want to introduce to you a type of disability insurance for big earners, people that make in excess of $800,000 or $1 million a year. This would include high net worth people such as athletes and entertainers.
Disability Insurance Series – Part 3
Today I wanted to introduce an article containing an interview of a very dear friend and colleague of mine, Mr. Evan Schwartz of the law firm, Quadrino Schwartz. Evan has a national practice that specializes in the litigation of disability claims.
Disability Income Insurance Series – Part 2
What are the different types of disability insurance that somebody can purchase? A lot of times people just think it is individual income replacement in the event that someone becomes too sick or hurt to work. However there are a variety of different types of disability insurances that a person can choose to purchase if they qualify, and each of these disability policies solves a different need.
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.
Have You Planned for Your Retirement? Part 1
Many people think that in life we need to accumulate a certain amount of money to be able to retire. Today we have so many factors that are making people aware of the need for retirement planning.
Have You Had a Financial Check Up Lately?
How often should people be reviewing their estate plans and estate plan documents?