Recently, there were several articles published regarding what a financial services client execs and receives from his or her advisor. In more reading and investigating I came upon some very interesting and disturbing facts.

By: Jay Scheiner JD CLU, Executive Vice President, Agent Support Group “Does life insurance pay off if a person kills himself?” That was the call I gotfrom a client—an old friend. I knew he had $5M of life insurance because Isold it to him; his CPA, a mutual friend, had referred him to me. “Why […]

Sam Kaufman, President, Agent Support Group. As an aside, this past Friday I was asked to participate on a conference call with a group of lawyers and there advisor. The Partners had “Buy-Sell” insurance in place where the firm owned the policy and the beneficiary was split between the firm and the Partner’s named beneficiary. This was clearly a Goodman violation and I brought it to their attention which did not exactly make them happy. Their accountant, wait till you hear this, suggested they create a split dollar agreement to circumvent Goodman.

Gary Bleetstein, Senior Vice President, Agent Support Group - I have been in our business for over 35 years, and yes, the many changes have been extraordinary and I cannot express enough how important Policy Review, Best Practices and Best Interests go hand and hand in today’s marketplace.

What If? My father passed away seven years ago after Alzheimer’s slowly stole his mind and then his body. He was 93 and I miss him every day. Among other wonderful gifts my dad gave me, my mom and siblings, was a thick file called

Sam Kaufman, President, Agent Support Group It’s a new year and hopefully we can put some of our concerns of 2021 behind us and look

Gary Bleetstein Senior Vice President As we are now in the new year 2022, there is much to be appreciated as well as much to put behind

By Jay Scheiner JD CLU Executive Vice President Agent Support Group Do you sell life insurance? Even if your primary

Sam Kaufman, President, Agent Support Group The sparring continues in Washington on the fate of the new tax legislation that will be

Gary Bleetstein Senior Vice President Agent Support Group The current agenda being discussed in Congress has some proposed changes that