One thing this pandemic has done is flush out poor advisors, as there is no hiding during Covid-19. CPAs, Attorneys, Insurance Advisors, Stockbrokers and Financial Planners should be well-aware of the latest Covid-19 updates, income tax and estate tax rule changes to properly advise their clientele. I have been on many Zoom Panels, Seminars, Workshops, and Podcasts over the last…read more →
You don’t need me to tell you that this country is upside down right now. There has never been a more important time to think clearly and adapt to the current situation. With 40 million unemployed and another 10 million not seeking work, many are in a “financial” survival mode. One in three Americans have yet to receive their unemployment…read more →
When people die, it’s not uncommon for their life insurance benefits to remain unclaimed because their beneficiaries didn’t know about the policy. Life insurance companies try to contact beneficiaries however people often move, don’t check their emails and sometimes change their names. Fortunately there are solutions for tracking down policies by using these 6 tips! Search for insurance documents: Look…read more →
By: Robert C. Intelisano CLU, CSA, LUTCF How does it work? Those who don’t understand the true benefits of life insurance premium financing worry this is a tool dependent on interest rates or policy performance. But even when interest rates have been high and markets have been shaky, financially savvy brokers have been closing deals by funding life insurance premiums. Why? Because…read more →
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