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Treasury Proposes S.A.L.T. Reduction

A newly proposed Treasury Regulation seeks to re-characterize state and local tax (S.A.L.T.) payments as charitable contributions. This reduction will have little impact on life insurance—using it...

Aretha Franklin, Like Many, Died Without a Will

Deeply private in life, Aretha Franklin died without having a will or trust in place. Now her roughly $80 million estate will be laid bare for all to see. Learn from Aretha’s mistake and...

September is Life Insurance Awareness Month®: Are You Financially Fit?

(Binghamton, NY • September 6, 2018) This year, Life Happens®, a nonprofit organization, has selected Danica Patrick, former professional race car driver, as the spokesperson for Life Insurance...

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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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


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