Those who purchase a deferred annuity should know liquidity is limited. The company may let you access a small portion of your money penalty free but any withdrawals above the penalty-free amount will be subject to surrender charges.
Berson-Sokol Agency’s Craig Berson on the tax advantages of life insurance and how to unlock each policy’s potential.
Berson-Sokol Agency Inc.’s Craig Berson on long-term care insurance and its role in shielding wealth from costly care expenses later in life.
Berson-Sokol Agency Inc.’s Craig Berson on the switch from a group plan to Medicare for certain employees, and what it can mean for both employer and employee.
Berson-Sokol Agency’s Craig Berson on the role of life insurance in buy/sell agreements, and the importance of periodically revisiting and updating these policies.
FirstLine Benefits’ Sana Hashmi covers supplemental benefits and how they’re finding a place within employer health plans.
FirstLine Benefits’ Scott Helmer on employer health care benefits and ways to reduce costs for both employers and employees.
FirstLine Benefits’ Kala Ryan talks through OTC programs, as well as employer benefit programs that can reduce costs and streamline accessibility to OTC medications.
Zito Insurance Agency’s Greg Zito talks about supplemental benefits and how employers can use them to help attract and retain employees.
Stay up-to-date with local business news and networking events from Smart Business. Sign up to receive advice from business professionals, or register for information on our networking events near you!
View this month’s Smart Business magazines on our easy to view, Digital Platform.
835 SHARON DRIVE, SUITE 200, CLEVELAND, OH 44145 | P: 440.250.7000 | PRIVACY POLICY
