by Mark Milbrod | Oct 16, 2023 | Marks Barks Blog
By: Mark D. Milbrod, CLU, CLTCVice President, ASG I love the Fall. Of all of the seasons, it is definitely my favorite (and the reason why I will likely never move out of the Northeast). On a fun note, and as a huge sports fan, for me fall brings us into Playoff...
by Mark Milbrod | Sep 11, 2023 | Marks Barks Blog
Mark D. Milbrod, CLU, CLTC When I first started in the business, I worked for The Prudential as a District Agent. As “the new kid on the block,” the old time agents in the office would tell me that I would never understand this business until I delivered my...
by Mark Milbrod | Aug 7, 2023 | Marks Barks Blog
By: Mark Milbrod, CLU, CLTCVice President, ASG We all deal with objections on a daily basis. That just goes with the territory. When dealing with advisors, one objection that comes up most often is hearing from clients that as they get older, the need for life...
by Mark Milbrod | Jun 13, 2023 | Marks Barks Blog
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...
by Mark Milbrod | May 9, 2023 | Marks Barks Blog
by: Mark Milbrod, CLU, CLTC VICE President, ASG When I think of the clients that we serve, this quote from Vince Lombardi comes to mind and is so powerful. The journey to the top of the mountain for someone’s financial security is not easy. It takes a lot of hard...
by Mark Milbrod | Apr 10, 2023 | 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 2022 Tax Returns. And as American as apple pie, our favorite Uncle has...
