NEWS

ARTICLES THAT KEEP YOU UPDATED ON

THE LATEST TRENDS IN LIFE INSURANCE

The Importance of "Transition/Succession Planning"

https://www.forbes.com/sites/rochellemclarke/2023/10/17/the-importance-of-transition-planning-for-business-owners/?sh=79bacd6a67c5&638355...

Nov 15, 20231 min read

"How to Create a Trust"....

https://www.supermoney.com/how-to-create-a-trust/

Oct 29, 20231 min read

A Winning Team at MDRT Event

This past weekend, in Naples, FL, Stephen joined his dad as a qualifying member of the Top of the Table. Jim has been a member of this...

Oct 16, 20231 min read

Massachusetts Tax Changes Re Estate Taxes

https://www.mintz.com/insights-center/viewpoints/2876/2023-10-06-estate-tax-changes-included-new-massachusetts-tax-relief

Oct 10, 20231 min read

From Our Friends at Welcome Funds...Get the Highest Life Settlement....

https://www.welcomefunds.com/life-settlement-news/news/How-to-Get-the-Highest-Life-Settlement-Offer.html

Oct 2, 20231 min read

The Impact of Genetic Testing on Life Insurance Mortality

https://www.soa.org/49346b/globalassets/assets/files/resources/research-report/2018/2018-impact-genetic-testing-report.pdf Regulations...

Sep 21, 20231 min read

How Are You Saving For Retirement?

https://www.linkedin.com/posts/the-wall-street-journal_roth-vs-traditional-401k-where-to-put-activity-7105209098375192576-Ljsj?utm_source...

Sep 12, 20231 min read

From Lion Street,Life Insurance Solves Problems!!

https://mylionstreet.com/media/LS-Husch_LifeInsSolvesProblems.pdf

Sep 6, 20231 min read

A brief overview of our new financial partner; Lion Street

https://lionstreet.com/who-we-are/

Sep 1, 20231 min read

Where do we stand midyear 2023??? LPL Research has a number of insights!

https://www.lpl.com/news-media/research-insights/lpl-research-midyear-outlook-2023-the-path-toward-stability.html?utm_medium=social-paid&...

Aug 23, 20231 min read

"6 things to NOT do when selecting a FInancial Advisor"

https://articles.smartadvisormatch.com/what-not-to-do-hiring-advisor/index.html?utm_source=outbrain&utm_campaign=out__falc_content_whatno...

Aug 17, 20231 min read

"10 Years from retirement?" From my friend Mark Murphy........

https://www.thestreet.com/retirement-daily/planning-living-retirement/top-10-steps-if-youre-10-years-from-retirement

Aug 15, 20231 min read

"Top 10 Places to Put Your Money"

https://www-forbes-com.cdn.ampproject.org/c/s/www.forbes.com/sites/timmaurer/2014/08/01/the-top-10-places-your-next-dollar-should-go/amp/

Aug 4, 20231 min read

From one of our preferred carriers....

Aug 3, 20230 min read

"Avoid these 5 money red flags"

https://lnkd.in/eXmmXrWh

Jul 28, 20231 min read

Can Term Life Insurance Policies Be Sold?

https://www.welcomefunds.com/life-settlement-glossary/term-life-insurance.html

Jul 20, 20231 min read

"4 Reasons to Address Your Estate Plan"

https://experience.faiu.com/acton/attachment/44214/f-0fb31352-7d21-4e6a-ab83-4ba29b0c8c59/1/-/-/-/-/1058164-00001-00_Why%20Now%20Client%2...

Jul 18, 20231 min read

"Midyear Financial Checkup"

https://www.broadridgeadvisor.com/kt/HtmlNL.aspx?pvw=7025F622939864EC97014BF390F5401CE26EAF2F4981243FF75A8D22C053DF7B3C9AE964284E54D4027B...

Jul 12, 20231 min read

Welcome Funds Testimonials Re:Life Settlements

https://www.welcomefunds.com/case-study.html

Jun 28, 20231 min read

"13 Things you should discuss with your financial advisor"

https://www.forbes.com/sites/forbesfinancecouncil/2020/07/01/13-things-to-discuss-with-your-financial-advisor-besides-your-retirement-dat...

Jun 20, 20231 min read