by Mark D. Milbrod, CLU, CLTC Vice President, ASG | Apr 6, 2026 | Mark's Barks Blog
By: Mark D. Milbrod, CLU, CLTCVice 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 2025 Tax Returns. And as American as apple pie, our favorite Uncle has...
by Mark D. Milbrod, CLU, CLTC Vice President, ASG | Feb 11, 2026 | Mark's Barks Blog
By: Mark D. Milbrod, CLU, CLTCVice President, ASG One of the first things that comes to mind when February rolls around is Valentine’s Day. Hearts are everywhere, symbolizing love in its most vibrant form. I’m writing this while flying home from a conference with a...
by Mark D. Milbrod, CLU, CLTC Vice President, ASG | Jan 15, 2026 | Mark's Barks Blog
By: Mark D. Milbrod, CLU, CLTCVice President, ASG I want to kick off the year by sharing an article I recently read about a family suing for $20 million after losing a loved one in an accident. It got me thinking: Most of us would expect a court to award our families...
by Mark D. Milbrod, CLU, CLTC Vice President, ASG | Dec 9, 2025 | Mark's Barks Blog
By: Mark D. Milbrod, CLU, CLTCVice President, ASG Looking Back, Planning Forward It is hard to believe we are in the midst of the Holiday Season, closing out another sales year. Time truly does fly—it feels like just yesterday my wife and I dropped our son off for his...
by Mark D. Milbrod, CLU, CLTC Vice President, ASG | Nov 13, 2025 | Mark's Barks Blog
By: Mark D. Milbrod, CLU, CLTCVice President, ASG A weather forecast is always helpful. It helps us prepare for events that can severely impact our lives. That’s why millions of us look to The Weather Channel when there is a storm coming. We want to know the facts. We...
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...
