SML Planning Minute

Episode 148 – An independent study concludes that the best retirement savings strategy includes permanent life insurance, such as whole life, and deferred income annuities with increasing income potential.

Episode 147 – Employee retention is one of the biggest concerns for business owners. Loan Split Dollar is a very popular strategy to retain high-performing skilled employees with a unique benefit, particularly in this low interest rate environment.

Episode 146 – The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, high-net-worth individuals and small-business owners. We have created a three-part podcast series summarizing these provisions to help you consider how they may affect your financial objectives so you can start preparing for change while there is still an opportunity to do so. In this Part 3 episode, we’ll cover the proposals that affect retirement plans and corporate taxes.

Episode 145 – The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, high-net-worth individuals and small-business owners. We have created a three-part podcast series summarizing these provisions to help you consider how they may affect your financial objectives so you can start preparing for change while there is still an opportunity to do so. In this Part 2 episode, we’ll cover the proposals that affect estate and gift taxes.

Episode 144 - The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, high-net-worth individuals and small-business owners. We have created a three-part podcast series summarizing these provisions to help you consider how they may affect your financial objectives so you can start preparing for change while there is still an opportunity to do so. In this Part 1 episode, we’ll begin with income taxes.

Episode 143 - September is a great time to be thinking about life insurance, and today we celebrate the fact that getting life insurance is much quicker and easier than it was even just a few years ago.

Episode 142 - America’s wealth gap has gotten a lot of attention lately, but did you know that it is even more pronounced when you factor in life insurance?

Episode 141 - Most business owners don’t know the true value of their company, but they need to, for a variety of reasons including business, estate and personal planning. See how your Security Mutual Life insurance advisor can help with the planning and the valuation.

Episode 140 - Saving money may seem like a low priority. But the results of not saving early or not saving enough can’t be reversed later on. More than anyone, millennials need to understand this simple lesson. Learn more in our latest podcast.

Episode 139 - The IRS recently announced its annual "Dirty Dozen" tax scams for 2021, this time with special emphasis on pandemic-related tricks.