Taxation of Life Insurance with John Jordan, CPA and Bryan Hurlbut

Taxation of Life Insurance with John Jordan, CPA and Bryan Hurlbut

Bryan Hurlbut and John Jordan join us for a discussion about how common insurance products are taxed. CRN202603-4133529

Living a meaningful life with Stephanie Anderson, MD and Jason Schultz, CFP®

Former military member, author, chef, entrepreneur and accomplished physician, Stephanie Anderson joins Jason Schultz for an inspiring discussion about overcoming challenges and refusing to allow a situation or person hold you hostage. We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) [https://www.longviewplan.com/contact] CRN202603-4061114

Cybersecurity and Technology Risks with Jason Schultz, CFP® and James Heffernan

How is your information protected? Today’s episode educates listeners on how institutions such as MassMutual continuously assess the risk and vulnerability of changes to the security of its infrastructure. Ethical Hacker, James Heffernan, provides tips for how you can help enhance your cyber security efforts. We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) [https://www.longviewplan.com/contact] CRN202602-3988136

457 Plans with Louis Holmes, Jennifer Jenkins, and Darrin Yappen, AIF, RF, CBFA, CRPS

A Top Hat Plan is a 457(b) plan sponsored by a non-governmental 501(c) employer, which must cover only a select group of key management employees. In a hospital setting this typically includes physicians and high-level executives. Today’s episode educates on the features of a Top Hat 457 Plan.  We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) [https://www.longviewplan.com/contact] CRN202602-3900794

Disability Income Insurance Premium Factors with Andrew Stone and Cooper Smith

Do you have the knowledge to make educated decisions when reviewing your current coverage or purchasing new disability income insurance? Andrew Stone and Cooper Smith discuss factors that can contribute to the cost of owning a disability income insurance policy. We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) [https://www.longviewplan.com/contact] CRN202602-3956229