The New (Temporary) Normal

The New (Temporary) Normal

By: Mark D. Milbrod, CLU,CLTC   I hope this post finds everyone safe and you are coping well and adjusting to this new (temporary) normal. As we are all making adjustments trying to balance our personal and business lives, it is important to stay busy.   I find...
Leveraging the SECURE ACT

Leveraging the SECURE ACT

by: Mark D. Milbrod, CLU, CLTC Sales Vice President   With change comes opportunity. And so is the case with The Secure Act. Setting Every Community Up for Retirement Enhancement Act of 2019 was approved by the Senate on December 19, 2019. Here are the key...
But Wait… There’s More !!!

But Wait… There’s More !!!

by: Mark D. Milbrod, CLU, CLTC When I look back at this industry, I am amazed at how far it has come.   The changes and innovations that have taken place have transformed how we conduct our business. Most industries have experienced a great deal of disruption and the...
Fall into Policy Audits

Fall into Policy Audits

by: Mark D. Milbrod, CLU, CLTC-September, 2019   As we enter the last quarter, we are all thinking about how our sales year will end. Will I finish strong? Will I hit my goals, etc.? In an effort to bolster activity for year end, as well as giving us momentum...