{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
Today 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. Retirement Risks Part
A gentleman by the name of Barry James Dyke wrote a book called Pirates of Manhattan a few years ago. In it, he predicted some of the financial problems that we had in 2008 and 2009. Mr. Dyke recently wrote an article called New Life for Life Insurance-Now Could Be the Right Time to Invest
Today I want to introduce you to a kind of graphic illustration of how whole life insurance works. It’s kind of a somewhat misunderstood product by many advisors out there and it really has some tremendously good features and attributes. I have three illustrations I wanted to introduce to everybody today. The first one shows the
In a follow-up to The Efficiency of Money blog that we published a few weeks ago, I wanted to respond to some people who requested examples and actual case studies or illustrations of how life insurance can create an efficient place to put money. The first request was regarding how a parent or grandparent can
Today, most people are saving money for college, using 529 plans. 529 plans have some nice tax benefits and some great advantages. These plans have become the most popular way people save money for college. Today we want to introduce to you an alternate way to save for college. Though 529 plans have potential growth
Life Insurance is one of the key pieces of a successful financial plan, but have you thought about how it can be used to pay for your clients Long Term Care? The Long Term Care market has been experiencing numerous changes. Currently, only a handful of companies are selling regular long-term care insurance. Those still
Americans are trying to save money for retirement. People are trying to find the best way to do that but many are confused as to where their money should go. People are concerned about: Risk Inflation Low interest rates, or deflation Rising taxes Market volatility And people are concerned about the effect that all of
Michael Fliegelman
CLU, ChFC, AEP, CLCT, RFC
Independent Insurance and Chartered Financial Consultant
Phone: 631-262-9254
email: Michael@SWANWealth.com
Are you among the 99%, struggling to get ends to meet or at least to wave to one another? So many people are in a position where they feel that their lifestyle and expenses consume all of their earnings. That belief is at the center of why many people don’t save money. There is a
