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

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

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.

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