February 1 2021 Weekly Summary 2/1/2021: High-$ Mktg Mat’ls! Self-Funding LTC?! Insure Your Love Month; ROP Value; SS Videos; LTC Tax Guide! arevalo News
January 25 2021 Weekly Summary 1/25/2021: Key EE Mat’l; LTC Training; New Mktg Site; Marketing to Women; Legislative Outlook; Investing Now! arevalo News
January 18 2021 Weekly Summary 1/18/2021: Vid for Clients! Exec Bonus Tool; Annuity Income; Split$; Expanded Fin Prof’l Website; Ret. Timeline arevalo News
January 11 2021 Weekly Summary 1/11/2021: New Term Rates! New Laws; Market News; Client Risk Help; General Petraeus! New Year’s Resolutions arevalo News
January 11 2021 Weekly Summary 1/4/2021: LI for Women; Bus. Owner IRA; Sm-&Mid-Sized Bus. Res.; 2021 Tax Tables; SPIUL arevalo News
December 21 2020 Weekly Summary 12/21/2020: 2020 Tax Opportunities; Holiday Content; EOY Client Meetings; Bus. Owner Ret.; RESOURCES!; Gift Ins. arevalo News
December 14 2020 Weekly Summary 12/14/2020: Election Impact on HNW? LinkedIn Mktg; COVID/Medicare; LTC Cons. Site; Chron. Illness Vid; Gift Ins. arevalo News
December 7 2020 Weekly Summary 12/7/2020: Year-End Tax Tips! SLATs! Non-Trad’l Families; Still Work from Home? Client Content; 2020 SS Guide arevalo News
November 30 2020 Weekly Summary 11/30/2020: COVID/Mkt Outlook; SPIA to Life; Term for Long Term! Post-Elec Analysis; Leverage Stock! MORE! arevalo News
November 23 2020 Weekly Summary 11/23/2020: IUL v PIUL v GUL v WL! Reframe Annuities; PIUL v GUL! 1035 Taxation; Key EE LTC?! Deductible LTC?! arevalo News