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WHOLE LIFE INSURANCE

A New Kind of Life Insurance

{5 minutes to read}  Today, I want to talk about a new life insurance product that has recently come out called a 12 Pay Whole Life Contract. In the illustration attached, you’re going to see $100,000 contributions going in for a 45-year-old individual for 12 years. This is a permanent life insurance policy that can […]

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 |2022-12-15T11:46:41+00:00December 15th, 2022|Blog, Estate Planning, Financial Planning, Insurance Planning|0 Comments
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Actuarial Science and Retirement Planning

{5 minutes to read}  Today’s blog is on actuarial science and retirement planning. What moved me to write about this was a recent article in Forbes Magazine by Dr. Wade Pfau, a professor at the American College. His article is titled “Whole Life Insurance in a Lifetime Financial Plan.” What he talks about is a […]

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 |2021-05-20T11:11:45+00:00May 12th, 2021|Annuities, Blog, Estate Planning, Financial Planning, Insurance Planning, Retirement 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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Retirement Income Planning

{4 minutes to read}

Today, we’re going to talk about retirement income planning and what we call sequence of events risk.

Most people accumulate wealth in their retirement plans where their money is invested in securities, which are usually made up of stocks and bonds. At retirement, they use these accounts to generate retirement income.

One […]

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 |2019-01-09T17:53:44+00:00January 9th, 2019|Blog, Estate Planning, Financial Planning, 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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Life Insurance and Irrevocable Trust – The Peanut Butter Cup of Insurance

{1:36 minutes to read} Today I want to talk about life insurance and estate planning for those that can afford it and are insurable. Like peanut butter and chocolate in a Reese's peanut butter cup, life insurance and an irrevocable trust are 2 things that go great together.

By |2019-07-20T06:40:13+00:00September 3rd, 2015|Blog, Estate Planning, 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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