Using Endowments for Sustainable Giving

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

Podcast Q&A: Using Endowments for Sustainable Giving

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

Reviewing Life Insurance Needs in the Time of COVID

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

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