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Sapers & WallackSapers & Wallack
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Podcast Q&A: “Executive Benefits Today“

Aviva Sapers, CEO and Patrick J.Bugbee. Director, Executive Benefits & Administration at Sapers & Wallack… Read More

04
Sep
Executive Benefits Today

By Aviva Sapers During the Great Resignation, it has become even more important to find… Read More

26
Jul
The Year of Executive Benefits

Aviva Sapers and Patrick Bugbee take part in a deep dive discussion with Nathan Gobes… Read More

11
May
Long Term Care Coverage as an Executive Benefit

We are living and working longer than the generations that came before, but the strength… Read More

08
Nov
Podcast Q&A: Long Term Care Coverage as an Executive Benefit

Aviva Sapers, President and CEO of Sapers & Wallack, answers questions about her blog “Long… Read More

07
Nov
Using Life Insurance to Offer Diversified, Tax-Advantaged Retirement Savings

Regardless of your financial situation, for most of us, saving the right amount of money… Read More

12
Jan
Podcast Q&A: Using Life Insurance to Offer Diversified, Tax-Advantaged Retirement Savings

Scott Tuxbury, Vice President and Leader for the Retirement and Wealth Management Practices at Sapers &… Read More

11
Jan
Oxfam Case Study – Finding the best solution to retain talent

Oxfam America is known worldwide to “create lasting solutions to poverty, hunger, and social justice.”… Read More

16
Jan
Case Study: Oxfam – Customized Executive Benefit Solution
January 5, 2017

OXFAM AMERICA is a global nonprofit organization that works throughout 90 countries in an effort… Read More

New Video: Long Term Disability Insurance
December 19, 2016

The year comes to an end and we enjoy the time with family and friends… Read More

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Latest Resources
  • March 2023 Participant memo: Planning Financial Futures
  • Podcast Q&A: “Disinherit the IRS With a Zero Estate Tax Strategy“
  • February 2023 Participant memo: The Importance of naming a Beneficiary
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Sapers & Wallack, Inc.

275 Washington Street, Suite 110
Newton, MA 02458
T: 1-617-225-2600 • F: 1-617-830-5521

Securities offered through Lion Street Financial, LLC (LSF), member FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA) and Csenge Advisory Group, LLC. LSF and LSA are not affiliated with Sapers & Wallack or Csenge Advisory Group.

This site is published for residents of the United States only. Registered Representatives of Lion Street Financial, LLC and Investment Advisor Representatives of Lion Street Advisors, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Check us out on BrokerCheck.

This website and its content is copyright of Sapers & Wallack, Inc © 2021. All rights reserved.

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  • Individuals
    • Insurance
      • Life Insurance
      • Long Term Care Insurance
      • Disability Insurance
      • Property and Casualty Insurance
      • Medicare
    • Wealth Management
      • Annuities
      • Retirement Planning
      • Financial Planning
      • Charitable Strategies
      • Women Getting Wise About Wealth
  • Businesses
    • Retirement Plans
    • Financial Wellness
    • Executive Benefits
    • Group Benefits
    • Business Continuity
    • Business Insurance
    • Charitable Strategies
  • About Us
    • Our Story
    • Our Team
    • Diversity & Inclusion
    • Charitable Initiatives
    • News & Events
    • Careers
  • Learning Center
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    • For Individuals
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    • For Advisors
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