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Virtual Life Insurance Symposium 2021

Virtual Life Insurance Symposium – Introduction

Virtual Life Insurance Symposium – Ameritas

Virtual Life Insurance Symposium – National Life

Virtual Life Insurance Symposium – American National

Virtual Life Insurance Symposium – AIG

Virtual Life Insurance Symposium – Woman’s Life

 

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In this episode, we're thrilled to have Valerie Shivers with us, discussing the vital topics of trusts, estate planning, and Medicaid strategies. Valerie, a seasoned expert in elder planning and asset protection, shares invaluable insights on creating a secure financial future through thoughtful planning and legal strategies. Together, we explore the importance of having a reliable financial team and the steps you can take to ensure you're prepared for any situation. Join us as we delve into strategies for protecting assets and ensuring peace of mind through effective long-term care planning. Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group. Catch our episodes on YouTube, Spotify, & Apple Podcasts, and visit www.themainstreetcode.com for more insights.
Welcome to "The Main Street Code for Financial Success"! In today's episode, We dive into the essential reasons why people buy life insurance. From providing financial protection for loved ones to covering daily living expenses and ensuring business continuity, we explore the multifaceted benefits of life insurance. We discuss the significant roles of life insurance in income replacement, funeral expenses, and estate planning, highlighting how life insurance acts as a safety net in various aspects of life. We also shed light on the critical process of underwriting, explaining its impact on policy costs and the importance of field underwriting to secure the best possible rates. Learn how underwriting can vary significantly depending on one's health and lifestyle, and why personalized attention in this process is crucial. Join us as we navigate the complex world of life insurance and offer insights into securing your financial future through strategic coverage options. Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success" hosted by Neil Himmelstein of Main Street Planning Group. Catch our episodes on YouTube, Spotify, & Apple Podcasts and visit www.themainstreetcode.com for more insights.
Thank you all for making our Back To Business event at Long Island Macarthur Airport a night to remember! We are grateful for the vibrant community that came together to share, learn, and connect in such a dynamic setting. Special thanks to our hosts, Neil Himmelstein and Tim Kennedy, whose shows, "Main Street Code for Financial Success" and "It's Just a Mortgage", provided the perfect backdrop for engaging discussions. We were honored to feature a diverse group of guests, each bringing unique insights and expertise: Chef Charles – Exquisite Catering and Simla in Hauppauge Samantha and Sergio – Executive Group Realty Steven Frisenda – Webster Bank Denise Nostrom – The Financial Chick Show Cheryl Katz – Forchelli Deegan Terrana LLP Angela – Angela's Journey Wood Design Craig Kaplan – EXP Realty Matthew Klein and Angelo – Freedom and Real Estate Show Kevin Downey Jr. – Patriotic and comedic flair Dale Spencer – Long Island history enthusiast Asia – Boho Halo, bohemian inspired jewelry and clothing John from Twisted Cow – Local distillery crafting unique spirits Your contributions are what make our events so special and our network so strong. Thank you for your engagement and for sharing your passions with us. Interested in joining LIAFPN? Visit liafpn.org We look forward to more events where we can continue to celebrate and grow together. Until then, keep thriving and connecting!
Welcome to "The Main Street Code for Financial Success"! This episode delves into the critical differences between qualified and non-qualified accounts and how these distinctions can significantly impact your retirement planning and tax strategy. We share a real-life example highlighting the potential pitfalls of mismanaging IRA transfers, which resulted in a substantial tax penalty for a client. Additionally, we explore the unparalleled benefits of life insurance as a non-qualified account, demonstrating its role not only in providing protection but also as a flexible, tax-efficient vehicle for wealth accumulation and retirement planning. Join us for insightful discussions on making informed financial decisions that safeguard your future. Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio for more episodes of "The Main Street Code for Financial Success," available also on YouTube, Spotify, & Apple Podcasts. Visit www.themainstreetcode.com for further insights into achieving financial success.
Welcome to "The Main Street Code for Financial Success"! This episode features a deep dive into the art of networking with the return of our honored guest, Rob Fishman, President of Sandler Training. Together, we unravel the secrets to effective networking, emphasizing the FORM method—focusing on Family, Occupation, Recreation, and Motivations. We discuss the transition from the generalist to the specialist mindset in networking, the importance of having a clear goal at networking events, and how to create long-lasting relationships for mutual gain. Rob shares invaluable advice on making networking effective and personal, including the strategic selection of events and the art of the 30-second commercial. We also touch on the impact of COVID on business relationships and how to adapt and thrive in a changing world. Tune in to learn how to enhance your networking skills, forge meaningful connections, and leverage these relationships for success. Join us every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group. Catch our episodes on YouTube, Spotify, & Apple Podcasts, and visit www.themainstreetcode.com for more insights.
Welcome to "The Main Street Code for Financial Success"! In this episode, we dive into the often-overlooked topic of self-funded long-term care. We share a compelling story that highlights the financial and emotional tolls of depending solely on personal savings for long-term care needs. We also discuss the risks associated with self-funding, including the potential for significant lifestyle changes and the impact on loved ones who may become caregivers. Additionally, we cover the importance of long-term care insurance, not only as a means to pay for care but as a protective measure for your family. By sharing real-life scenarios, we underscore the necessity of planning ahead for long-term care, debunking the myth that "it won't happen to me" and providing the startling statistics that suggest otherwise. Tune in to discover how proper planning can safeguard your assets and ensure peace of mind for you and your family. Join us every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success" with Neil Himmelstein of Main Street Planning Group. Catch our episodes on YouTube, Spotify, & Apple Podcasts, and visit www.themainstreetcode.com for more insights into securing your financial future.
Welcome to "The Main Street Code for Financial Success"! In this episode, we're thrilled to have Tim Kennedy join us to share his expertise in reverse mortgages and home equity. As a recognized authority, Tim illuminates the intersection of mortgage planning and insurance needs, focusing on reverse mortgages and lines of credit. We dive into the critical topic of long term care, discussing recent legislative changes and their implications. With a focus on the five Ls—Longevity, Liquidity, Lifestyle, Legacy, and Long-term care—we explore how these elements are fundamental in planning for the future. Tim's insights into utilizing home equity as a strategic asset for addressing long-term care needs provide a new perspective on preparing for life's uncertainties. We also touch upon the challenges and emotional aspects of family caregiving, highlighting the importance of having a comprehensive plan in place. Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group. Catch our episodes on YouTube, Spotify, & Apple Podcasts, and visit www.themainstreetcode.com for more insights.
In this episode of "The Main Street Code for Financial Success," we're joined once again by esteemed attorney Larry Scherer from Scherer and Pudell. Together, we dive into the intricate world of life insurance, estate planning, and the critical importance of having a comprehensive financial team. Larry sheds light on common pitfalls in managing life insurance policies, the value of life settlements, and the significance of meticulous estate planning to avoid unintended consequences. This conversation is a must-listen for anyone looking to safeguard their financial future, understand the complexities of life settlements, and navigate the legal aspects of estate planning. Tune in to gain invaluable insights from Neil and Larry's decades of experience and learn how to protect your assets and ensure your wishes are fulfilled. Remember, planning is key to avoiding financial and legal mishaps. Don't miss out on this vital information - catch us on 103.9 L.I. News Radio every Friday at 3 PM EST, and visit www.themainstreetcode.com for more episodes and financial guidance. All episodes are available on YouTube, Spotify and Apple Podcasts.
In this episode of "The Main Street Code for Financial Success," we're joined by legal expert Lawrence Scherer to unravel the complexities of the Corporate Transparency Act, a new regulation impacting over 33 million small businesses in the United States. We dissect the act's requirements, penalties for non-compliance, and practical steps for business owners to stay within the law. Plus, delve into the critical importance of irrevocable life insurance trusts and the role of trustees and fiduciaries in estate planning. Whether you're a small business owner, advisor, or just keen on financial planning, this episode offers essential insights into navigating these legal waters. Tune in to equip yourself with the knowledge to protect your business and assets. Don't miss out on this vital information - catch us on 103.9 L.I. News Radio every Friday at 3 PM EST, and visit www.themainstreetcode.com for more episodes and financial guidance. All episodes are available on YouTube, Spotify and Apple Podcasts.
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