Michelle L. Wisner, ACS®, ARA™, FLMI®, has joined Security Mutual Life as Second Vice President, Reinsurance
Episode 122 – The Biden administration is just getting warmed up when it comes to Medicare. What are they planning?
Episode 121 – Estate planning is the process of protecting your wealth and transferring a legacy to your heirs in the manner you wish. Even the rich and famous fail to plan, resulting in disaster. Everyone needs a will and estate plan.
New York Residents Should Review Their Estate Plans – New York Changes Law Governing Powers of Attorney
Episode 120 – For residents of New York State, recent statutory changes make this a great time to review your estate plan. Learn more about these changes and how they may affect your estate plan.
Security Mutual Life Insurance Company of New York is pleased to announce that Joseph Barclay Cole, FSA, MAAA®, has joined the Company as Senior Vice President, Chief Actuary. In his new position, Mr. Cole will be responsible for providing senior leadership for the...
Episode 119 – Don’t confuse Qualified Disaster Distributions (QDDs) with Coronavirus-Related Distributions (CRDs), which ended in 2020. A QDD is available only for non-COVID-19-related major disasters, such as hurricanes, wildfires, severe storms and other disasters. Learn more here, including the qualifications required to take a QDD.