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Using Tax Returns As A Blueprint For Future Sales 2025

Using Tax Returns As A Blueprint For Future Sales 2025

by Mark Milbrod | Mar 12, 2025 | Mark's Barks Blog, Sales Tip & Strategies

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 2024 Tax Returns.  And as American as apple pie, our favorite Uncle has his...
Using Tax Returns As A Blueprint For Future Sales 2024

Using Tax Returns As A Blueprint For Future Sales 2024

by Mark Milbrod | Apr 12, 2024 | Mark's Barks Blog, Sales Tip & Strategies

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...
Fall Is In The Air

Fall Is In The Air

by Mark Milbrod | Oct 16, 2023 | Life Insurance, Long-term Care, Mark's Barks Blog, Sales Tip & Strategies

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...
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