How to Not Outlive Your Income

By Aviva Sapers  Many of our clients have voiced a concern of outliving their income.… Read More

Disinherit the IRS With a Zero Estate Tax Strategy

By Aviva Sapers  For high net worth individuals, finding efficient techniques for limiting the amount… Read More

Rethinking the Approach to Long Term Care Insurance

By Aviva Sapers  Historically, many people do not purchase Long Term Care (LTC) Insurance despite… Read More

Employee Benefit Audits – Lessons Learned from Seasoned Professionals

/// By Adam Shaker and Scott Tuxbury When structuring and maintaining an employee benefit plan… Read More

How Aware Are You About Your Life Insurance Needs?

By Aviva Sapers  September is National Life Insurance Awareness Month—every year companies that work in… Read More

How a Fixed Index Annuity Can Fill a Gap in Your Retirement Savings Plan

/// By Aviva Sapers and Kim Bernabeo Landry Amid the economic uncertainty and volatile stock… Read More

Executive Benefits Today

By Aviva Sapers During the Great Resignation, it has become even more important to find… Read More

How a Personalized Retirement Employer Plan Meets the Needs of an Evolving Market

The retirement plan landscape is rapidly changing and increasingly complex. Between volatile markets, the boom… Read More

Reduced Health Care Costs & Shared Profits with the InCap® Group Captive

/// By Paul Clark and Evan Macedo Squeezed between the perpetually rising cost of health… Read More

Benefits of a Roth Conversion

With Americans living, on average, longer than before and the strength of Social Security and… Read More