Our Company News
Estate Tax Planning Strategies in a Low Interest Rate Environment Part 1
Episode 113 – The continuing low interest rate environment makes certain estate tax planning strategies—such as GRATs, CLATs, IDGTs and intra-family loans—more efficient for wealthy individuals and families to consider for minimizing or avoiding estate taxes. Continue Reading Estate Tax Planning Strategies in a Low Interest Rate Environment Part 1
Have You Protected Your Hard-Earned Wealth with an Estate Plan?
Episode 112 - A comprehensive estate plan is not just about dying. It helps protect the hard-earned wealth you have accumulated during your lifetime so you will have it to distribute to your family and heirs. Learn more here.Transcript of Podcast Episode...
Security Mutual Shines Red for Heart Health
The pandemic has affected almost every aspect of our daily lives, and that includes heart health. Throughout the country, many Americans are spending more time at home, enjoying fewer meaningful social interactions, scheduling fewer medical appointments, experiencing...
Why Should 401(k) Plan Sponsors Start Tracking Part-Time Employees’ Hours
Episode 110 – Did you know that as of January 1, many employers are required to track the hours of their part-time employees? Find out why here. Continue Reading Why Should 401(k) Plan Sponsors Start Tracking Part-Time Employees’ Hours
Social Security and the Typical (and atypical) Married Couple
Episode 109 – For a married couple to get the most out of Social Security, the two spouses need to coordinate benefits with each other. This is true for both typical and atypical couples. Continue Reading Social Security and the Typical (and atypical) Married Couple
Do You Have a Guaranteed Retirement Income Source During Retirement?
Episode 108 – For many retirees, receiving a guaranteed lifetime retirement income from a company pension plan is no longer possible and Social Security isn’t enough. An annuity may be a solution. Continue Reading Do You Have a Guaranteed Retirement Income Source During Retirement?
Year-End COVID-19 Legislation, and Its Impact on 2021
Episode 107 - On December 27, 2020, President Trump signed into law the Consolidated Appropriations Act of 2021. Listen to this podcast for a brief summary of some of the provisions of the law, including additional stimulus payments and unemployment...
Riders, Riders and More Riders
Episode 106 - In this episode we’ll cover some of the most popular and useful riders that you can add to your permanent life insurance program to tailor it to your specific needs. Learn just how critical this is in our latest podcast.Transcript of Podcast...