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The Importance of Considering a Trust

According to court documents obtained by The Blast, recently deceased star Burt Reynolds intentionally left his 30-year-old son, Quinton, out of his will and named his niece, Nancy Lee Brown Hess,...

Will it Still Be There?

by William F. Rainaldi, CFP® Regional Vice President There is some disturbing language—in bold print, no less—on the second page of any individual Social Security statement issued by the SSA: Your...

2018 All-Star Golf Tournament Boasts Impressive Achievements!

(Binghamton, NY • October 4, 2018) The 17th Annual Jim “Mudcat” Grant All-Star Golf Tournament held August 30 resulted in a number of impressive achievements. Two tournament participants scored a...

Treasury Proposes S.A.L.T. Reduction

The Treasury’s proposed SALT reduction will have little impact on life insurance—using life insurance to benefit charities continues to be a prudent planning opportunity. by Ernest J. Guerriero, CLU®, ChFC®, CEBS®, CPCU®, CPC, CMS, AIF®, RICP®, CPFA Vice President,...

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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 Awareness Month®. Danica believes life insurance plays an important role...

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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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ClientLine® covers an array of financial planning topics including estate planning, tax issues, business marketing ideas and more.


October Issue Features:

  • Tax Harvesting
  • Business Records: How Long Is Enough?
  • A Balanced Approach to Retirement
  • A Trust for Disabled Individuals
  • Special Needs, Special Savings

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