Our Company News
The Dangers of a Missing Beneficiary Designation
Episode 100 - Many people are under the mistaken impression that when they die, their will is going to dictate where all their assets go. Not necessarily. Certain types of assets, such as a pension plan or life insurance, are normally allocated based upon...
Growing With Your Life Insurance Policy
Episode 97 - Most consumers don’t understand the different types of life insurance available and the roles each plays. Purchasing a whole life insurance policy on a minor child is a great gift and wise planning strategy to protect the child’s insurability...
Why High Net Worth Clients Should Consider Implementing Their Estate Plan Before the End Of 2020
Episode 96 - With an uncertain election coming up, our wealthy clients may feel little urgency in updating their estate plans. But the time to act is now. High net worth clients should consider implementing their estate plan before the end of...
Supplementing Your Retirement Savings Using Life Insurance
Episode 95 - One overlooked option to help supplement your retirement savings is whole life Insurance. It helps protect your family at death, supplements retirement income, and can provide other lifetime benefits. Here’s how.Transcript of Podcast Episode...
A Good Reason to Wait
Episode 94 - What’s the best investment you can make for your retirement? For many future retirees, their best “investment” may be delaying collecting Social Security benefits.Transcript of Podcast Episode 94
19th Annual Tournament Overcomes Hurdles to Score for Local Charities
(Binghamton, NY • September 4, 2020) Before even teeing off, the 19th Annual Jim “Mudcat” Grant All-Star Golf Tournament scored a win for the Broome County Urban League, the Boys and Girls Clubs of Binghamton, the food pantries of CHOW and Catholic Charities of Broome...
Are You Financially Fit?
(Binghamton, NY • August 28, 2020) Life Happens®, a nonprofit organization, has announced that actress, model and mom Brooke Shields has returned as their spokesperson for Life Insurance Awareness Month®. “Brooke has partnered with Life Happens to continue to...
SBA Loans and the Need for Life and Disability Insurance
Episode 82 - To start, stabilize or expand a business, one of the most common sources of funding has been the U.S. Small Business Administration (“SBA”). SBA loans have many requirements, fees and prepayment penalties. A surprise to many borrowers is the...