NEWS

ARTICLES THAT KEEP YOU UPDATED ON

THE LATEST TRENDS IN LIFE INSURANCE

After yesterday's dismal market performance, Cramer has 6 "musts" to help investors.......

https://www.cnbc.com/2023/02/21/cramer-says-six-things-must-happen-before-the-market-selloff-can-end.html

Feb 22, 20231 min read

"A Refresher on the Taxation of Life Settlements"

https://faiu.com/wp-content/uploads/securepdfs/refresher-on-tax.pdf?utm_term=Read%20More%20%2526gt%3B%2526gt%3B&utm_campaign=Tuesday%20Co...

Feb 21, 20231 min read

The Race to Cure PSP event was held Sunday, Feb. 12, 2023, @Wachusett Mt For David Crowley........

https://www.telegram.com/picture-gallery/sports/2023/02/12/photo-first-annual-david-crowley-race-cure-psp-wachusett-mnt/11242731002/

Feb 16, 20231 min read

Don't Make These Mistakes when buying Life Insurance""

https://www.cbsnews.com/news/life-insurance-mistakes/

Feb 14, 20231 min read

"3 Reasons to buy Whole Life Insurance for children"

https://blog.massmutual.com/post/gift-life-insurance

Feb 8, 20231 min read

"Why is estate & legacy planning" important? Nationwide's views

https://blog.nationwidefinancial.com/client-outcomes/retirement-income-planning/why-is-estate-and-legacy-planning-important/

Feb 1, 20231 min read

"Why a Fixed Indexed Annuity is an Ideal Flight to Safety Vehicle"

https://faiu.com/7-reasons-why/

Jan 25, 20231 min read

"Internal Succession Plan is Best"

https://www.fa-mag.com/news/internal-succession-best-practices-involve-why--what-and-who-71619.html?section=43&utm_source=FA+Subscribers&...

Jan 23, 20231 min read

"The 2023 Indexed Retirement & Soc Sec numbers"

https://cdn.ymaws.com/national.societyoffsp.org/resource/collection/0F27AFF7-43CB-434E-9A0F-4C6AD8909D4E/1DiscussionGuide_0123.pdf

Jan 17, 20231 min read

Do you know what tax bracket you're in? 2022 vs 2023

https://www.aarp.org/money/taxes/info-2022/income-tax-brackets-2023.html?KNC-DSO-COR-Core-Money-NonBrand-Phrase-36201-Bing-MONY-TaxBracke...

Jan 10, 20231 min read

"Should you do a Roth Conversion?"

https://www.thebalancem oney.com/should-you-do-a-roth-conversion-2894481

Jan 6, 20231 min read

Wishing you a Merry New Year!

Jan 1, 20230 min read

Do you have retirement financial anxiety??

https://www.linkedin.com/pulse/4-tips-overcome-retirement-financial-anxiety-welcome-funds-inc-/

Dec 28, 20221 min read

Wishing you a wonderful holiday season!!

Dec 24, 20220 min read

"Gerontology is the study of aging and older adults" How financial security can make a difference!

https://www.financialplanningassociation.org/article/journal/JUN11-impact-aging-retirement-income-decision-making

Dec 20, 20221 min read

"What Type of Annuities Are Right For You?" Learn the Different Types!!

https://www.iii.org/article/what-are-different-types-annuities

Dec 12, 20221 min read

"41 BIG Ideas That will Change Our World"

https://www.linkedin.com/pulse/41-big-ideas-change-our-world-2023-linkedin-news/?trackingId=5mm2CXXyQx636BCWFWDWDw%3D%3D

Dec 7, 20221 min read

Estate Planning for Blended Families

https://www.financialplanningassociation.org/article/journal/JAN22-navigating-estate-planning-blended-families-OPEN

Nov 29, 20221 min read

Wishing you a wonderful Thanksgiving!

Nov 23, 20220 min read

The Powerful Life Settlement Auction

https://www.linkedin.com/pulse/life-settlement-auction-remains-powerful-ever-welcome-funds-inc--1e/

Nov 22, 20221 min read