SML Planning Minute

Episode 188 - COVID-19 changed the financial world forever, and client communications are no exception. Learn what's new here, with special guest Marvin Bulas.

Episode 187 - The trend is undeniable. Many people are moving from high tax states to low tax states. But is it really worth it?

Episode 186 - The “Dirty Dozen” IRS annual list of Tax Scams for 2022 has been released. What new things are they focused on?

Episode 185 - Generally, when discussing life insurance, individuals want the largest amount of death benefit for as little cost as possible. However, we must take into account your protection goals while staying within your budget. The balancing act comes in when your life insurance goals and budget are aligned.

Episode 184 - ESG investing has become increasingly popular in recent years, but what exactly is it? And more importantly, as government agencies start taking a closer look, can its success continue?

Episode 183 - The Social Security Trustees issued their annual report in June. The news is mostly good, but not entirely.

Episode 182 - It’s hard to believe, but the oldest millennials are already approaching middle age. What makes them different from a financial point of view?

Growing With Your Life Insurance Policy Revisited

Episode 181 - We take a look back at one of our favorite previous episodes that discusses how most consumers don’t understand the different types of life insurance available and the roles each plays. Purchasing a whole life insurance policy on a minor child is a great gift and wise planning strategy to protect the child’s insurability and to grow cash values for the child’s future lifetime needs. The death benefit can be there to help protect the child’s future family regardless of what happens later.

Transcript of Podcast Episode 181

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This podcast is brought to you by Security Mutual Life Insurance Company of New York, The Company That Cares®.  The content provided is intended for educational and informational purposes only.  Information is provided in good faith.  However, the company makes no representation or warranty of any kind regarding the accuracy, reliability, or completeness of the information. 

 The information presented is designed to provide general information regarding the subject matter covered.  It is not to serve at legal, tax or other financial advice related to individual situations, because each person’s legal, tax and financial situation is different.  Specific advice needs to be tailored to your situation.  Therefore, please consult with your own attorney, tax professional and/or other advisors regarding your specific situation

 To help reach your goals, you need a skilled professional by your side.  Contact your local Security Mutual life insurance advisor today.  As part of the planning process, he or she will coordinate with your other advisors as needed to help you achieve your financial goals and objectives.  For more information, visit us at SMLNY.com/SMLPodcast.  If you’ve enjoyed this podcast, tell your friends about it.  And be sure to give us a five-star review.  And check us out on LinkedIn, YouTube and Twitter.  Thanks for listening, and we’ll talk to you next time.

 The applicability of any strategy discussed is dependent upon the particular facts and circumstances.  Results may vary, and products and services discussed may not appropriate for all situations.  Each person’s needs, objectives and financial circumstances are different, and must be reviewed and analyzed independently.  We encourage individuals to seek personalized advice from a qualified Security Mutual life insurance advisor regarding their personal needs, objectives, and financial circumstances.  Insurance products are issued by Security Mutual Life Insurance Company of New York, Binghamton, New York.  Product availability and features may vary by state. 

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Episode 180 - We’ve all heard stories of Thanksgiving dinners gone terribly wrong. The food is great, the mood is good, and everyone is happy to see each other. But it all goes terribly wrong when politics enters the room.

Episode 179 - The word “irrevocable” sounds so formal and final. Fortunately, in the world of estate planning, particularly in today’s modern times, irrevocable does not truly mean irrevocable.