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
Sep
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
Aug
Executive Benefits Today
By Aviva Sapers During the Great Resignation, it has become even more important to find… Read More
Jul
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
Jul
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
Jun
Benefits of a Roth Conversion
With Americans living, on average, longer than before and the strength of Social Security and… Read More
May
Has Your Company Taken Advantage of the R&D Tax Credit Program?
/// By Skyler Kressin and Evan Macedo Amid the scramble of PPP loans and tax… Read More
Apr
Disability – Why is Income Protection Important?
/// By Aviva Sapers and Kristen Maalouf Think for a moment about your ability to… Read More
Apr
Financial Matters for Women in Divorce
/// By Aviva Sapers and Lisa M. Cukier Regardless of the circumstances, divorce is always… Read More
Mar
Department of Labor is Focusing on the Rollout of a Lifetime Income Product for Retirement—What Does that Mean for You?
In 2007, I worked at a large multi-national asset management firm and was asked to… Read More
Feb