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Woodbury, New York: On June 18th, 2020 the Society of Financial Service Professionals installed Wealth Advisory Group’s Kamerick (Kim) Rampersad, CLTC, LUTCF as the new Committee Chairwoman and President of their Long Island...Read More
To attract and retain top executive talent, many employers supplement their benefit packages with non-qualified executive benefit plans. A non-qualified plan may not be bound by many of the restrictions imposed on qualified plans, such...Read More
Nominees for Secretary and the Board of Trustees to stand for election at NAIFA’s Performance+Purpose Conference this September in San Antonio The National Association of Insurance and Financial Advisors’ Committee on...Read More
One of the most frequent points of confusion I see amongst business owners and their advisors is what various types of planning accomplish. Whenever I speak to CPAs, attorneys, and financial advisors, I try to help bring clarity to...Read More