by Mark Milbrod | May 9, 2023 | Marks Barks Blog
by: Mark Milbrod, CLU, CLTCVICE President, ASG“The Man On Top Of The Mountain Didn’t Fall There.” When I think of the clients that we serve, this quote from Vince Lombardi comes to mind and is so powerful.The journey to the top of the mountain for someone’s financial...
by Mark Milbrod | Apr 10, 2023 | Marks Barks Blog
by: Mark Milbrod, CLU, CLTC Vice President, ASG As we approach this year’s tax deadline (everyone’s favorite day), our clients have been preparing their tax documents and will be filing their 2022 Tax Returns. And as American as apple pie, our favorite Uncle has...
by Mark Milbrod | Mar 13, 2023 | Marks Barks Blog
by: Mark Milbrod, CLU, CLTCVice President, ASG Every so often, we come across something that can change how we look at things. For me, I received and e-mail that contained an article about a 43 year old father of three that tragically died due to injuries he...
by Mark Milbrod | Feb 10, 2023 | Marks Barks Blog
By: Mark D. Milbrod, CLU, CLTC, Vice President ASG One of the first things that comes to mind when February rolls around is Valentine’s Day. Hearts are everywhere and of course, they symbolize Love. As I am writing this post, I am on an airplane...
by Mark Milbrod | Jan 10, 2023 | Marks Barks Blog
By: Mark D. Milbrod, CLU, CLTC, Vice President ASG As we ring in the new year, it gives us an opportunity to look back and reflect on the prior year and also gives us a chance to peer into the new year with a sense of optimism for what lies ahead and also to put...
