by Mark Milbrod | Apr 12, 2024 | 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 2023 Tax Returns. And as American as apple pie, our favorite Uncle has his...
by Mark Milbrod | Mar 10, 2024 | Marks Barks Blog
It’s March and with it comes hints of Spring and for a lot of us who are into sports, it brings The March Madness College Basketball Tournament. Year after year, “March Madness” captivates basketball fans with it’s intense matchups and unpredictable outcomes. In...
by Mark Milbrod | Feb 8, 2024 | 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 3, 2024 | Marks Barks Blog
by: Mark D. Milbrod, CLUVice President, Agent Support Group As I do every year at this time, I look back and reflect on the past twelve months. As an industry, we have endured yet another roller coaster ride complete with huge drops, loops and no shortage of...
by Mark Milbrod | Dec 11, 2023 | Marks Barks Blog
by: Mark D. Milbrod, CLUVice President, Agent Support Group By far, one of the largest fears of retirees is the notion of outliving their retirement assets. As the holidays are upon us, the focus is on spreading cheer, gift giving and being with family and friends....
