Client Profile: Investment Banker In the next installment of our Client Profile series, we feature Jeremy, a 36-year-old investment…Samuel WaxmanJune 18, 2024
The Role of Life Insurance in Estate Planning Estate planning involves more than just having a will. It should include discussions around how…Samuel WaxmanMay 30, 2024
Client Profile: Optometrist Continuing our Client Profile Series, we're excited to highlight our relationship with Oliver. As a…Samuel WaxmanApril 17, 2024
Maximizing Your Employee Benefits As an employee, it's important to understand the benefits that are available to you through…Samuel WaxmanApril 8, 2024
Supporting Your Team With Group Benefits Group benefits play a crucial role in any business, serving as a key factor in…Samuel WaxmanApril 1, 2024
Client Profile: Doctor In the next installment of our Client Profile series, we highlight Emily, a 36-year-old Family…Samuel WaxmanMarch 1, 2024
Buy-Sell Insurance Opting for life insurance as a way to finance the buy-sell clause in a shareholders'…Samuel WaxmanFebruary 28, 2024
Traditional Benefits vs. Health Spending Accounts If you own a business, employee benefits are a way of ensuring that you draw…Samuel WaxmanFebruary 28, 2024
Client Profile: Software Engineer Introducing our new Client Profile Series! In an effort to assist in insurance planning education,…Samuel WaxmanFebruary 21, 2024
What Is Critical Illness Insurance? If you are diagnosed with a sudden illness, focusing on recovery can cause significant financial…Samuel WaxmanFebruary 7, 2024