The Importance of Planning

The Importance of Planning

Mark D. Milbrod, CLU, CLTCVice President – ASG As I am writing this post, I am horrified by all of the latest images from the aftermath of Hurricane Milton. Prior to the storm, officials were pleading with residents to evacuate the areas that were identified as...
In The True Spirit Of The Olympics…

In The True Spirit Of The Olympics…

By: Mark D. Milbrod, CLU, CLTC I don’t know about you, but I’m an Olympic junkie. I can’t get enough of it. Although the Swimming and Diving are probably my favorite, I so look forward to my fix of Water Polo every four years. I am an awe of all of the athletes that...
Have A “HappyDependentsDay”!

Have A “HappyDependentsDay”!

“HAVE A HAPPYDEPENDENTSDAY”! by: Mark D. Milbrod, CLU, CLTC No, that’s not a typo. That’s what I meant. Independence Day is upon us, but with all the freedoms that we celebrate, it is fitting to talk about the freedoms that we can provide for our families, our heirs,...
The Case For Annuities

The Case For Annuities

By: Mark D. Milbrod, CLU, CLTCVice 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...