Skip to content
  • Blog
  • Podcasts
    • Contact
    • 617-225-2600
  • Women & Wealth Fiduciary Briefcase eMoney WellCents

    FIDUCIARY BRIEFCASE





    Username and Password are either incomplete or incorrect. Please verify your Username and/or Password are correct and try again.

    ...powered by RPAG



Sapers & WallackSapers & Wallack
  • 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
    • For Businesses
    • For Advisors
    • News & Events
    • Blogs & Podcasts
  • Contact
AALU: Better Together – The Importance of Collaboration Among Client Advisors When Acquiring Life Insurance (With Case Study)
December 20, 2019

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

02
Oct
Podcast Q&A: Medicare Coverage: What to Expect, How to Enroll, and Will you Need Supplemental Plans for Retirement
October 1, 2019

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.
August 6, 2019

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

04
Jun
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

02
Jun
AALU: Out with the old, in with the new – revitalizing or unwinding existing ILITs.
May 3, 2019

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

AALU: Spousal Lifetime Access Trusts (SLATs) and Divorce – what you don’t know …
April 9, 2019

SLATs have become increasing popular in legacy planning for married couples but may have unanticipated… Read More

AALU: Select Insights from the 2019 Heckerling Institute on Estate Planning
March 13, 2019

Presenters at the 2019 Heckerling Institute on Estate Planning highlighted the continuing ripple effect of… Read More

Universal Life Insurance: A Rebuttal

‘Universal Life Insurance, a 1980s Sensation, Has Backfired’ “A long decline in interest rates caused… Read More

05
Dec
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • …
  • 9
Categories
  • Charitable Strategies
  • Estate Planning
  • Executive Benefits
  • Family Business
  • General
  • Group Benefits
  • Life & Health Insurance
  • Long term care
  • Property & Casualty Insurance
  • Retirement
  • Wealth Management
  • Wellness
  • Women
Content types
  • Blog
  • News
  • Podcasts
  • Resources
  • Video
  • Webinar
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
Archives
Targets
  • For Advisors
  • For Business Owners
  • For Individuals
  • Businesses
  • Retirement Plans
  • Executive Benefits
  • Group Benefits
  • Business Continuity
  • Business Insurance
  • Charitable Strategies (Business)
  • Individuals
  • Charitable Strategies
  • Financial Planning
  • Insurance
  • Wealth Management


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.

Website created by JustJump Marketing

  • 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
    • For Businesses
    • For Advisors
    • News & Events
    • Blogs & Podcasts
  • Contact
  • Login
  • Newsletter
  • Women & Wealth Fiduciary Briefcase eMoney WellCents

    FIDUCIARY BRIEFCASE





    Username and Password are either incomplete or incorrect. Please verify your Username and/or Password are correct and try again.

    ...powered by RPAG



Login

Lost your password?