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Important Notice to Our Subscribers and Friends
Episode 65 - We are all learning about the novel coronavirus (COVID-19) and how it is impacting our world. This also means how it is affecting our policyholders, employees, and community. Our management team is closely monitoring the coronavirus...
Why Your Business Needs Key Person Insurance
Episode 61 - As a business owner, you insure your inventory, equipment and vehicles. Yet you may not be insuring your most valuable assets. Those are your key employees who help you operate, manage and generate revenue for your company. Key person...
Biggest Fear in Retirement – Running Out of Money
Episode 57 - What’s the biggest fear people have in retirement? According to the Journal of Accountancy®, Americans’ biggest retirement fear is running out of money. In this episode we take an in-depth look at the problem. Is it real? And what can you do...
Estate Planning for 2020 and Beyond
Episode 56 – The SECURE Act and final anti-clawback regulations impact estate planning for wealthier individuals. The Stretch IRA is eliminated, and there will be no clawback of the basic estate and gift tax exclusion amount. Here are some things you need to know and potential solutions. Learn more in today’s podcast. Continue Reading Estate Planning for 2020 and Beyond
Using Social Security to Enhance Your Family Legacy
One of social security’s biggest limitations is that no matter what you do, it's going to help only you and your spouse. Once the two of you are gone, the Social Security ends. But what if there was a way to use Social Security to create a family legacy for your...
How the SECURE Act Affects Employer-Sponsored Plans
Episode 54 – If you are a business owner, you need to be aware that the SECURE Act makes several changes to employer sponsored retirement plans. Most of the changes simplify administration, but not all. Here are the main provisions impacting employer-sponsored retirement plans. Continue Reading How the SECURE Act Affects Employer-Sponsored Plans
What You Need to Know About the SECURE Act and Your Retirement Savings
Episode 53 – The SECURE Act is now law. It significantly impacts how we save in our IRAs and retirement accounts, and how we spend those savings. Here’s a brief summary of some of the more important provisions. Contact your local Security Mutual life insurance advisor today to review how the SECURE Act impacts your financial and retirement goals and objectives. Continue Reading What You Need to Know About the SECURE Act and Your Retirement Savings
Surprises in Retirement
Episode 52 - Planning for income for retirement can be complicated. Some people do it themselves, some don’t plan at all, and some use an advisor. Listen to this podcast for some tips on planning areas that may be overlooked, understated or overstated.
If You’re a Closely Held Business Owner—Why You Need an SML Life Insurance Advisor
Closely held business owners have many common concerns such as business succession, employee retention, government regulations, taxes and health insurance. Learn how your Security Mutual Life Insurance Advisor can help you achieve financial security.
Is Employee Retention a Problem for You?
As a business owner, is retaining your top employees a concern for you, particularly as it relates to your best salespeople, company managers and executives? If so, you’re not alone. Whether your business is small, medium or large, attracting and retaining top talent...
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