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 I want to introduce to you an insurance product that opens up a world of opportunity for people to protect their wealth against the cost of long term care. The entire long term care industry has gone through a rapid and dramatic change over the last 2-3 years. Less and less carriers are selling
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
Whole Life Insurance is often overlooked as the Foundation of Business Succession Planning. I would like to share with you some important information about Whole Life Insurance that is provided by Massachusetts Mutual Life Insurance Company (MassMutual). Many business owners realize that they will be forced to deal with issues such as business succession at
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
I want to introduce you to our new video called “The Road Less Traveled.” This video will help you understand the unique financial asset that is whole life insurance. It will walk you through a story about how life insurance creates a lot of value for you, despite it not being a popular choice of
Whole life insurance continues to evolve to meet the needs of clients as they deal with the many challenges and uncertainties of life. Accelerated death benefit riders exemplify how life insurance can uniquely address a broad spectrum of client needs over their lifetime. As consumers fear loss in wealth due to market volatility, taxes and
