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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
Underwriting in the Time of COVID-19

As with all industries, the insurance market has been greatly affected by the COVID-19 pandemic—particularly… Read More

01
Dec
Rethinking the Approach to Long-Term Care Insurance

Historically, there are many who do not purchase Long-Term Care (LTC) Insurance despite the increasing… Read More

10
Nov
Podcast Q&A: Rethinking the Approach to Long-Term Care Insurance

Aviva Sapers, CEO & President at Sapers & Wallack, answers questions about our November blog,… Read More

09
Nov
Using Endowments for Sustainable Giving

One of the biggest challenges facing nonprofits with large individual donations, is losing an annual… Read More

13
Oct
Podcast Q&A: Using Endowments for Sustainable Giving

Aviva Sapers, CEO & President at Sapers & Wallack, answers questions about our October blog,… Read More

12
Oct
Reviewing Life Insurance Needs in the Time of COVID
September 8, 2020

As we enter Life Insurance Awareness Month, it seems a good moment to reevaluate why… Read More

Podcast Q&A: Reviewing Life Insurance Needs in the Time of COVID

Aviva Sapers, CEO & President at Sapers & Wallack, answers questions about our September blog,… Read More

07
Sep
Mitigating Downside Risk in the Market with Annuities and Life Insurance

There is a pervasive myth that insurance products produce mediocre returns. In truth, though life… Read More

15
Jul
Impact of Low Interest Rates and Stock Market Volatility on Life Insurance Policy Performance
May 8, 2020

Coronavirus has rocked the markets and global economy. The first quarter 2020 saw unprecedented stock… Read More

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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
    • Women Getting Wise About Wealth
    • For Individuals
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    • For Advisors
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  • Women & Wealth Fiduciary Briefcase eMoney WellCents

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