Comprehensive Analytics News

“We wish to thank Joe for his presentation to our group of CPAs. He provided our group a very informative presentation from a fiduciary viewpoint concerning the risk management of life...

“I have relied on Joe Maczuga as a resource for clients with estate and/or business succession planning issues that are more complex than usual. Joe's approach to life insurance planning is, if...

There are numerous articles and discussions currently taking place with reference to retirement planning. This, of course, is due to the fact that our age wave is rolling into the late 50’s and...

The following strategy can be very beneficial for an older client who: (1) has a need for stabilized or increased guaranteed cash flow, (2) has a desire to transfer wealth, (3) has charitable...

Despite all the violent rollercoaster bouncing around in the equity markets today, the most volatile and temperamental investment vehicle in the fi nancial services world is still the variable...

Our Life Analyzer is the hottest buzz with faculty and students at the Financial Planning department of Texas Tech University (TTU), which is considered to have the premier CFP Board Certified...

Debate over new fiduciary language from the CFP Board and the FPA has focused on the risk management aspects of life insurance, though some of the conclusions have gone unchallenged, and others...

Does a Variable Universal Life illustration compromise our fiduciary responsibilities? Consider: The VUL is sold as a concept, supported by an illustration . The Illustration...

Time is a strange commodity. It is both relevant and irrelevant. It represents seasons and mechanical function. Einstein referred to it as a Fourth dimension. We track time by seconds, minutes,...

Many advisors think of risk management as representing a client’s exposure to market volatility or the Beta factor of a portfolio. However, risk comes in many other forms, too. As a fiduciary...