by Mark Milbrod | Oct 15, 2025 | Life Insurance, Mark's Barks Blog
By: Mark Milbrod, CLU, CLTC, Vice President, ASG With October being National Financial Planning Month, I am reminded of the responsibility we have as advisors to our clients and what role we play in their overall financial security. The title quote above from Vince...
by Mark Milbrod | Sep 9, 2025 | Life Insurance, Mark's Barks Blog
For The Price of a Cup of Coffee – A Story for Life Insurance Awareness Month by Mark Milbrod, CLU, CLTC, Sales Vice President September is Life Insurance Awareness Month. In the spirit of that, I would like to share a story… I recently had a conversation with...
by Mark Milbrod | Jun 11, 2025 | Annuities, Mark's Barks Blog
By: Mark Milbrod, CLU, CLTC, Vice President, ASG Very often, annuities get some bad press. One firm in particular even went as far to proclaim that they “HATE” annuities. That’s unfortunate because they really don’t tell the entire story. June is Annuity...
by Mark Milbrod | May 6, 2025 | Long-term Care, Mark's Barks Blog
By: Mark Milbrod, CLU, CLTC, Vice President, ASG The last couple of months have been a tumultuous time to say the least when it comes to the stock market. In this “long-term bear market,” we have all seen dramatic drops in our 401(k) and other investment accounts. ...
by Mark Milbrod | Apr 15, 2025 | Life Insurance, Mark's Barks Blog
By: Mark Milbrod, CLU, CLTC, Vice President, ASG In the spirit of April being Financial Literacy Month, I felt it appropriate to bring up one of the most overlooked and underutilized financial tools, Life Insurance. Life Insurance can certainly mitigate financial...
