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TERM LIFE INSURANCE

What Do You Do Now?

{2 minutes to read}  Twenty years ago, I purchased a 20-year term policy. Today, I got a letter from the insurance company about an important milestone that is upon us. The letter then went on to explain that my 20-year term policy has a feature now that allows me to continue the coverage if I […]

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 |2023-02-10T15:22:40+00:00January 10th, 2023|Insurance Planning|0 Comments
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How Can Business Owners Benefit from Insurance Protection?

{3 minutes to read}  Today, I want to talk about Whole Life as a Business Asset.

Many times business owners are seeking ways to protect their businesses against the loss of a key person, or to indemnify their company in the event of a key person or owner dying or becoming  disabled. They also can use […]

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 |2021-03-24T18:24:53+00:00March 24th, 2021|Blog, Financial Planning, Insurance Planning, Product Spotlights|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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When Did You Last Review Your Life Insurance?

{4 minutes to read}  Today, I want to talk about reviewing your life insurance. Years ago, somebody said to me, “Inspect what you expect.” In the last couple of years, I have had so many experiences with people who bought life insurance but didn’t realize that their policy had […]

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 |2019-07-10T16:01:21+00:00July 3rd, 2019|Blog, Insurance Planning, Long Term Care Insurance|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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