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

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

Impact of Low Interest Rates and Stock Market Volatility on Life Insurance Policy Performance

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

AALU: Better Together – The Importance of Collaboration Among Client Advisors When Acquiring Life Insurance (With Case Study)

The purchase of life insurance products and their implementation into a client’s broader legacy planning… Read More

Medicare Coverage: What to Expect, How to Enroll, and Will you Need Supplemental Plans for Retirement

/// Posted byAviva Sapers & Peter Stoner Whether your 65th birthday is fast approaching or… Read More

Podcast Q&A: Medicare Coverage: What to Expect, How to Enroll, and Will you Need Supplemental Plans for Retirement

Aviva Sapers, President and CEO of Sapers & Wallack, and Peter Stoner, President and CEO of… Read More

AALU: Watch Your Step: Fiduciary Pitfalls for Trustees of Irrevocable Life Insurance Trusts.

A trustee’s job in administering a trust can be unexpectedly treacherous, especially in the context… Read More

How to Not Outlive Your Income

After extensive polling, the number one concern for most retirees is outliving their income. Much… Read More

Podcast: Q&A on “How to Not Outlive Your Income”

Wayne Slattery, Financial Advisor in the Wealth Management Division of Sapers & Wallack, answers questions about our… Read More

AALU: Out with the old, in with the new – revitalizing or unwinding existing ILITs.

With recent changes in federal gift and estate tax exemptions, many clients may want to… Read More