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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, executor of his estate. by Ernest J. Guerriero, CLU®, ChFC®, CEBS®,...

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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 estimated benefits are based on current law. Congress has made changes...

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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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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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The Importance of Considering a Trust

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, executor of his estate. by Ernest J. Guerriero, CLU®, ChFC®, CEBS®,...

read more
Will it Still Be There?

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 estimated benefits are based on current law. Congress has made changes...

read more
Treasury Proposes S.A.L.T. Reduction

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,...

read more
Are You Financially Fit?

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...

read more
Sock Out Cancer® to Shine at LUMA 2018!

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...

read more

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