Robert W. Finnegan, J.D., CLU®, Published in Estate Planning Magazine

We are pleased to announce that the following article by Robert W. Finnegan, J.D., CLU®, was published in the August 2017 issue of Estate Planning magazine.


Sustainable Investing for a Better Future

Many see sustainability as vital to the continuation of nature and the world as we know it, but it’s also not a bad investment strategy, either.


July 2017 LTC Newsletter

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LTC in the News

The word is spreading. Major news outlets are letting the American people know the importance of long-term care (LTC) planning. Are you? Here are a few recent third party articles.


Majority of Consumers Hold Advisors in High Regard

Relatively few people seek the advice of a trusted professional when dealing with complicated financial issues.


Real Life Stories of Life Insurance Success

It’s widely understood that life insurance is an important asset to have at one’s disposal, whether it’s for protection against the uncertain or planning for the future.


Demand for Annuities Grow as Sales Take-Off

Based on new data released by LIMRA regarding life insurance sales in 2014, the market for annuities is particularly hot. Increased annuity sales demonstrate that consumers are more conscious of how life insurance products can factor into their retirement planning strategy, but there are still signs that financial professionals need to market certain products more aggressively.


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