Morris A. “Moe” Silverman, CLU® began his insurance career with then American United Life in 1959 and is still an active agent. OneAmerica (AUL) recently honored Moe with the company’s first Lifetime Achievement Award, adding to the recognition he has received over his many years of service and leadership in the industry. Moe.Silverman@wcinput.com
Selling a life insurance policy today can safeguard generations down the line. Read More >
Mitchell Kraus, CFP®, CAP®, CLU®, ChFC®, is a registered representative with, and offers securities through, LPL Financial, Member FINRA/SIPC. He has been helping clients plan for their financial future since 1993. He and his father, Arthur, established Capital Intelligence Associates in 2003 as a comprehensive resource for independent, unbiased advice and trusted financial guidance. Mitchell.Kraus@wcinput.com
Your clients can pass on more than money to their children. Read More >
Sophia Duffy, JD, CPA, is an assistant professor of employee benefits at The American College. Duffy is an attorney and CPA practicing in Pennsylvania. Duffy graduated from Temple University’s James E. Beasley School of Law and received a B.S. in accounting from Rutgers University. Sophia.Duffy@wcinput.com
Help your clients secure the future for their special needs children through tax and estate planning. Read More >
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