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Welcome to our Learning Center

Search our latest or list by category:

For Individuals For Business Owners For Advisors
Podcast Q&A: “Executive Benefits Today“
Podcast Q&A: “Executive Benefits Today“
September 4, 2022

Aviva Sapers, CEO and Patrick J.Bugbee. Director, Executive Benefits & Administration at Sapers & Wallack answer questions about their blog “Executive Benefits Today”   You can read the blog: “Executive Benefits Today – Sapers & Wallack (sapers-wallack.com)” here. Read More

Executive Benefits Today
Executive Benefits Today
July 26, 2022

By Aviva Sapers During the Great Resignation, it has become even more important to find ways to attract, retain, and reward key employees. These days, competitive salaries may not be enough to hold your team in place. Benefits, stock options, Supplemental Executive Retirement Plans (SERPs), and other non-qualified executive benefits plans can help incentivize performance,… Read More Read More

The Year of Executive Benefits
The Year of Executive Benefits
May 11, 2022

Aviva Sapers and Patrick Bugbee take part in a deep dive discussion with Nathan Gobes of Radio Entrepreneurs on the topic of Executive Benefits. View the interview here: Read More

Long Term Care Coverage as an Executive Benefit
Long Term Care Coverage as an Executive Benefit
November 8, 2021

We are living and working longer than the generations that came before, but the strength of Social Security and the retirement options afforded to our parents are not what they used to be. Retirement savings, which are mostly our own, have become more important than ever to maintain quality of life in our later years—and… Read More Read More

Podcast Q&A: Long Term Care Coverage as an Executive Benefit
Podcast Q&A: Long Term Care Coverage as an Executive Benefit
November 7, 2021

Aviva Sapers, President and CEO of Sapers & Wallack, answers questions about her blog “Long Term Care Coverage as an Executive Benefit” You can read the blog “Long Term Care Coverage as an Executive Benefit” here.   Read More

Using Life Insurance to Offer Diversified, Tax-Advantaged Retirement Savings
Using Life Insurance to Offer Diversified, Tax-Advantaged Retirement Savings
January 12, 2021

Regardless of your financial situation, for most of us, saving the right amount of money for retirement can be difficult. Establishing sources of replacement income that will allow you to consistently maintain your expected lifestyle after your working years often requires careful planning, financial discipline, and if those are not attainable, some creative solutions. Read More

Podcast Q&A: Using Life Insurance to Offer Diversified, Tax-Advantaged Retirement Savings
Podcast Q&A: Using Life Insurance to Offer Diversified, Tax-Advantaged Retirement Savings
January 11, 2021

Scott Tuxbury, Vice President and Leader for the Retirement and Wealth Management Practices at Sapers & Wallack answers  questions about our January blog, Using Life Insurance to Offer Diversified, Tax-Advantaged Retirement Savings   Read More

Oxfam Case Study – Finding the best solution to retain talent
Oxfam Case Study – Finding the best solution to retain talent
January 16, 2017

Oxfam America is known worldwide to “create lasting solutions to poverty, hunger, and social justice.” The non-profit is not only leading the efforts to find new ways to fight hunger, but also re-defines internal organizational structures. To attract and retain its highly skilled leadership, Oxfam America started a customized executive benefit restoration initiative and chose… Read More Read More

Case Study: Oxfam – Customized Executive Benefit Solution
January 5, 2017

OXFAM AMERICA is a global nonprofit organization that works throughout 90 countries in an effort “to create lasting solutions to poverty, hunger, and social justice.” In March 2012, Oxfam implemented the Executive Benefit Restoration Allowance plan to make the executive retirement benefits competitive. The prior plan design provided 2 annuity options geared towards retirement but… Read More Read More

New Video: Long Term Disability Insurance
December 19, 2016

The year comes to an end and we enjoy the time with family and friends during the holiday season. But many also ask themselves important questions: what happens if this idyllic gathering won’t be possible in the future? What if a family member becomes disabled or ill? Read More

Defined Benefit Plans – A Wealth Accumulation Strategy for High Income Business Owners
December 5, 2016

With the end of the year approaching, now is the time for high income earners to assess whether a defined benefit plan makes sense. A defined benefit plan allows the highest deductible contributions of any retirement plan.  This plan allows you to save for retirement on a tax-deductible basis.  Investments made within the plan grow… Read More Read More

Video: Long Term Disability Coverage
October 17, 2016

Do you have enough disability insurance coverage? Learn more about your options when it comes to long term disability insurance in this video and on our dedicated long term disability page. Purchased to mitigate the risk of unfortunate surprises in your working years and fill the gaps left in work-based policies, these policies safeguard your… Read More Read More

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Sapers & Wallack, Inc.

313 Washington Street, Suite 308
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.

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  • Individuals
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