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

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

Disability – Why is Income Protection Important?

/// By Aviva Sapers and Kristen Maalouf Think for a moment about your ability to… Read More

Financial Matters for Women in Divorce

/// By Aviva Sapers and Lisa M. Cukier Regardless of the circumstances, divorce is always… Read More

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