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SML Planning Minute

Security Mutual Life Advanced Markets Team

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SML Planning Minute

SML Planning Minute

Security Mutual Life Advanced Markets Team

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About Us

SML Planning Minute shares concise and entertaining financial ideas, for individuals, families, and business owners.

Latest Episodes

What Types of Life Insurance are Available?

What Types of Life Insurance are Available? Episode 85- At the highest level there are only two basic types of life insurance: term and permanent. But today there are a myriad of hybrid policies constructed from the two. More SML Planning Minute Podcast Episodes Listen to Episode 47 - How Much Life Insurance Do You Need? Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

9 MIN4 d ago
Comments
What Types of Life Insurance are Available?

Protecting the Elderly From Financial Abuse

Protecting the Elderly From Financial Abuse Episode 84 - Elder abuse is a huge problem that’s getting even bigger. Do you know the signs of elder abuse? More important, what should you do if you suspect it’s happening to someone you know? More SML Planning Minute Podcast Episodes Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

9 MIN1 w ago
Comments
Protecting the Elderly From Financial Abuse

Things You Might Not Know About Life Insurance

Things You Might Not Know About Life Insurance Episode 83 - How much do people really know about life insurance? In today’s episode, we talk with Ernie Guerriero about some of the things people might miss or might not know about life insurance. More SML Planning Minute Podcast Episodes Listen to Episode 10 - Using the “Three Bucket” Approach in Retirement Listen to Episode 15 - Bridges and Whole Life Insurance Listen to Episode 23 - Why Conduct a Life Insurance Review? Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

13 MIN2 w ago
Comments
Things You Might Not Know About Life Insurance

SBA Loans and the Need for Life and Disability Insurance

SBA Loans and the Need for Life and Disability Insurance Episode 82 - To start, stabilize or expand a business, one of the most common sources of funding has been the U.S. Small Business Administration (“SBA”). SBA loans have many requirements, fees and prepayment penalties. A surprise to many borrowers is the requirement to have life and disability insurance to secure the loan. Your Security Mutual Life insurance advisor can help you determine the best options for your overall personal and business circumstances, and to help ensure you satisfy the loan requirements. More SML Planning Minute Podcast Episodes Download The Flyer for More Information Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

8 MIN3 w ago
Comments
SBA Loans and the Need for Life and Disability Insurance

Why Every Business Owner Needs a Business Succession Plan

Why Every Business Owner Needs a Business Succession Plan Episode 81 - If you’re a small business owner, you’ve worked tirelessly to build your business. Your financial needs and those of your family are highly dependent upon it. So now is the time to make sure that you have a business succession plan for financial protection. More SML Planning Minute Podcast Episodes Download The Flyer for More Information Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

7 MINJUL 7
Comments
Why Every Business Owner Needs a Business Succession Plan

Making Better Choices with Your Cash Flow - An Interview with Tim Yurek

Making Better Choices with Your Cash Flow Making Better Choices with Your Cash Flow an Interview with Tim Yurek Episode 80 - At the end of the month, so many people are left wondering: "Where did all my money go?" In this week's podcast we sit down with Tim Yurek of Tier 1 Capital, LLC, to discuss making some better choices with your cash flow. More SML Planning Minute Podcast Episodes Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

13 MINJUN 30
Comments
Making Better Choices with Your Cash Flow - An Interview with Tim Yurek

Retirement Income for Owners of Pass-Through Entity Businesses

Retirement Income for Owners of Pass-Through Entity Businesses Episode 79 - Owners of pass-through businesses have few options outside of personal savings and the sale of the business for retirement income, unless a qualified retirement plan is installed. There is, however, a simple option that we’ll explore. More SML Planning Minute Podcast Episodes Download The Flyer for More Information Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

7 MINJUN 23
Comments
Retirement Income for Owners of Pass-Through Entity Businesses

Attracting and Retaining Top Talent with Executive Bonus Plans

Attracting and Retaining Top Talent with Executive Bonus Plans Episode 78 - An Executive Bonus Plan is a flexible strategy to recruit and retain top employees with a unique benefit that helps them protect their family and to build up supplemental savings. We’ll examine how this works. More SML Planning Minute Podcast Episodes Download The Flyer for More Information Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

12 MINJUN 16
Comments
Attracting and Retaining Top Talent with Executive Bonus Plans

New Definitions of Beneficiaries Planning to Use the Stretch IRA Concept

New Definitions of Beneficiaries Planning to Use the Stretch IRA Concept Episode 77- The SECURE Act affects beneficiaries who inherit an IRA account in 2020 or later. But in spite of what you might have heard, the concept of the stretch IRA has not been completely eliminated. The Act has limited the concept of a stretch IRA for payments over the life expectancy of a beneficiary to five specific groups. More SML Planning Minute Podcast Episodes Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

6 MINJUN 9
Comments
New Definitions of Beneficiaries Planning to Use the Stretch IRA Concept

A Strategy to Hold Your Best Employees—Retention Bonus Plan

A Strategy to Hold Your Best Employees—Retention Bonus Plan Episode 76 - A Retention Bonus Plan is a strategy to retain your best employees for a specified period of time with a unique monetary benefit. It builds loyalty and helps the employee supplement savings. We’ll examine how this works. More SML Planning Minute Podcast Episodes Download The Flyer for More Information Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

5 MINJUN 2
Comments
A Strategy to Hold Your Best Employees—Retention Bonus Plan

Latest Episodes

What Types of Life Insurance are Available?

What Types of Life Insurance are Available? Episode 85- At the highest level there are only two basic types of life insurance: term and permanent. But today there are a myriad of hybrid policies constructed from the two. More SML Planning Minute Podcast Episodes Listen to Episode 47 - How Much Life Insurance Do You Need? Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

9 MIN4 d ago
Comments
What Types of Life Insurance are Available?

Protecting the Elderly From Financial Abuse

Protecting the Elderly From Financial Abuse Episode 84 - Elder abuse is a huge problem that’s getting even bigger. Do you know the signs of elder abuse? More important, what should you do if you suspect it’s happening to someone you know? More SML Planning Minute Podcast Episodes Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

9 MIN1 w ago
Comments
Protecting the Elderly From Financial Abuse

Things You Might Not Know About Life Insurance

Things You Might Not Know About Life Insurance Episode 83 - How much do people really know about life insurance? In today’s episode, we talk with Ernie Guerriero about some of the things people might miss or might not know about life insurance. More SML Planning Minute Podcast Episodes Listen to Episode 10 - Using the “Three Bucket” Approach in Retirement Listen to Episode 15 - Bridges and Whole Life Insurance Listen to Episode 23 - Why Conduct a Life Insurance Review? Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

13 MIN2 w ago
Comments
Things You Might Not Know About Life Insurance

SBA Loans and the Need for Life and Disability Insurance

SBA Loans and the Need for Life and Disability Insurance Episode 82 - To start, stabilize or expand a business, one of the most common sources of funding has been the U.S. Small Business Administration (“SBA”). SBA loans have many requirements, fees and prepayment penalties. A surprise to many borrowers is the requirement to have life and disability insurance to secure the loan. Your Security Mutual Life insurance advisor can help you determine the best options for your overall personal and business circumstances, and to help ensure you satisfy the loan requirements. More SML Planning Minute Podcast Episodes Download The Flyer for More Information Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

8 MIN3 w ago
Comments
SBA Loans and the Need for Life and Disability Insurance

Why Every Business Owner Needs a Business Succession Plan

Why Every Business Owner Needs a Business Succession Plan Episode 81 - If you’re a small business owner, you’ve worked tirelessly to build your business. Your financial needs and those of your family are highly dependent upon it. So now is the time to make sure that you have a business succession plan for financial protection. More SML Planning Minute Podcast Episodes Download The Flyer for More Information Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

7 MINJUL 7
Comments
Why Every Business Owner Needs a Business Succession Plan

Making Better Choices with Your Cash Flow - An Interview with Tim Yurek

Making Better Choices with Your Cash Flow Making Better Choices with Your Cash Flow an Interview with Tim Yurek Episode 80 - At the end of the month, so many people are left wondering: "Where did all my money go?" In this week's podcast we sit down with Tim Yurek of Tier 1 Capital, LLC, to discuss making some better choices with your cash flow. More SML Planning Minute Podcast Episodes Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

13 MINJUN 30
Comments
Making Better Choices with Your Cash Flow - An Interview with Tim Yurek

Retirement Income for Owners of Pass-Through Entity Businesses

Retirement Income for Owners of Pass-Through Entity Businesses Episode 79 - Owners of pass-through businesses have few options outside of personal savings and the sale of the business for retirement income, unless a qualified retirement plan is installed. There is, however, a simple option that we’ll explore. More SML Planning Minute Podcast Episodes Download The Flyer for More Information Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

7 MINJUN 23
Comments
Retirement Income for Owners of Pass-Through Entity Businesses

Attracting and Retaining Top Talent with Executive Bonus Plans

Attracting and Retaining Top Talent with Executive Bonus Plans Episode 78 - An Executive Bonus Plan is a flexible strategy to recruit and retain top employees with a unique benefit that helps them protect their family and to build up supplemental savings. We’ll examine how this works. More SML Planning Minute Podcast Episodes Download The Flyer for More Information Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

12 MINJUN 16
Comments
Attracting and Retaining Top Talent with Executive Bonus Plans

New Definitions of Beneficiaries Planning to Use the Stretch IRA Concept

New Definitions of Beneficiaries Planning to Use the Stretch IRA Concept Episode 77- The SECURE Act affects beneficiaries who inherit an IRA account in 2020 or later. But in spite of what you might have heard, the concept of the stretch IRA has not been completely eliminated. The Act has limited the concept of a stretch IRA for payments over the life expectancy of a beneficiary to five specific groups. More SML Planning Minute Podcast Episodes Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

6 MINJUN 9
Comments
New Definitions of Beneficiaries Planning to Use the Stretch IRA Concept

A Strategy to Hold Your Best Employees—Retention Bonus Plan

A Strategy to Hold Your Best Employees—Retention Bonus Plan Episode 76 - A Retention Bonus Plan is a strategy to retain your best employees for a specified period of time with a unique monetary benefit. It builds loyalty and helps the employee supplement savings. We’ll examine how this works. More SML Planning Minute Podcast Episodes Download The Flyer for More Information Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

5 MINJUN 2
Comments
A Strategy to Hold Your Best Employees—Retention Bonus Plan
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