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Sock Out Cancer® to Shine at LUMA 2018!
(Binghamton, NY • September 4, 2018) Sock Out Cancer®, an initiative founded by Security Mutual Life to assist financially distressed cancer patients, is proud to be the featured charity of LUMA 2018, the premier projection arts festival taking place September 7-9...
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17th Annual Jim “Mudcat” Grant All-Star Golf Tournament Features an All-Star Cast!
(Binghamton, NY • August 30, 2018) This week an All-Star cast assembled in Binghamton to swing at the 17th Annual Jim “Mudcat” Grant All-Star Golf Tournament at the Links at Hiawatha Landing. Adding to the excitement of this year’s tournament has been an All-Star...
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Ernest J. Guerriero Joins Security Mutual Life as Vice President, Marketing
(Binghamton, NY • August 24, 2019) We are pleased to announce that Ernest J. Guerriero, CLU®, ChFC®, CEBS®, CPCU®, CPC, CMS, AIF®, RICP®, CPFA, has joined Security Mutual Life as Vice President, Marketing. Ernie brings to the Company his extensive retirement-planning...
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Medicare Part B: Social Security’s Evil Twin
by William F. Rainaldi, CFP® Regional Vice President For years the people at the Social Security Administration (SSA) have been telling us that your Social Security benefit is protected against inflation. The reasoning is that Cost of Living Adjustments (COLAs) added...
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An In-Depth Case Study on Social Security Taxation
by William F. Rainaldi, CFP® Regional Vice President When you take a serious look at the nuts and bolts of Social Security taxation, the results are staggering. And so is the amount of money you can save if you plan properly. And by planning properly, we mean that...
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Whole Life is the “Smartphone” of Financial Products
by William F. Rainaldi, CFP® Regional Vice President Things are a little bit different than they were when we were younger, and I think the smartphone is a perfect symbol of that. Think About It When I got my first cell phone, it was just a phone. The innovation was...
read moreMaking a Difference in the Lives We Touch!
Security Mutual offers specific tools, products and solutions that can help our policyholders achieve the long-term financial security goals they have set for themselves, their families and their businesses.
In just a few minutes you will be able to:
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ClientLine® covers an array of financial planning topics including estate planning, tax issues, business marketing ideas and more.
September Issue Features:
- Pay Healthcare Costs with Pre-Tax Dollars
- 2019 High Deductible Health Plan Limits
- Hot New Employee Benefit
- Retirement Planning: How Much is Enough?
- How to Draw Retirement Income
