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Annuities or No Annuities? That is the Question

Annuities or No Annuities? That is the Question

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...
Long-Term Bear v. Long-Term Care

Long-Term Bear v. Long-Term Care

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.  ...
There Are Worse Things In Life…

There Are Worse Things In Life…

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...
Using Tax Returns As A Blueprint For Future Sales 2025

Using Tax Returns As A Blueprint For Future Sales 2025

by Mark Milbrod | Mar 12, 2025 | Mark's Barks Blog, Sales Tip & Strategies

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 2024 Tax Returns.  And as American as apple pie, our favorite Uncle has his...
Life Insurance Cleans Up A Lot Of  Messes People Leave Behind

Life Insurance Cleans Up A Lot Of Messes People Leave Behind

by Mark Milbrod | Feb 11, 2025 | Life Insurance, Mark's Barks Blog

By: Mark D. Milbrod, CLU, CLTCVice President, ASG   People are generally averse when it comes to discussing the purchase of life insurance. Let’s face it, it’s not a comfortable conversation to have. Being forced to peer into our mortality can turn anyone away....
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