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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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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 “Think”—about your privacy, your estate and what you want to leave to whom and...
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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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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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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
