Strategic Wealth Advisors Network

Strategic Wealth Advisors Network We help clients implement protection first planning by enabling both proactive and protective decisions with regard to their wealth.

For full disclosures please see our website at Insert the url for SWANWEALTH.COM We help clients implement protection first planning by looking at their financial situation and assessing what is potentially not positioned correctly or might be missing, enabling both proactive and protective decisions with regard to their wealth.

08/31/2026

We insure our income. But what about the retirement contributions that income was supposed to fund?

This Thursday’s advisor training is focused on MassMutual RetireGuard.

We’ll look at where it fits and how understanding this solution can uncover a different kind of disability planning conversation with your clients.

📅 Thursday, September 3 | 1 PM ET
🔗 Register & add to your calendar:
https://financialguide.zoom.us/meeting/register/BjOhFx3NQGiGXA_KUGpKDA

Your client is doing everything right to prepare for retirement. Then a disability interrupts their ability to keep savi...
08/28/2026

Your client is doing everything right to prepare for retirement. Then a disability interrupts their ability to keep saving. Now what?

Next Thursday, we’re talking about MassMutual RetireGuard.

Join me to learn more about this solution and how it can help broaden the disability-income conversation with clients who are serious about protecting their retirement plans.

📅 Thursday, September 3 | 1 PM ET
🔗 Register & add to your calendar:
https://financialguide.zoom.us/meeting/register/BjOhFx3NQGiGXA_KUGpKDA

08/27/2026

Today at 1 PM ET: Let’s talk long-term care.

We’ll be covering MassMutual LTC Solutions Using Life Insurance and how these strategies can help you address an important planning need with your clients.

The more comfortable you are with the conversation, the more value you can bring to your clients.

Join me this afternoon.

🔗 Register & add to your calendar:
https://financialguide.zoom.us/meeting/register/qbaO95UcSSWayFGubTaYHA

08/24/2026

How many of your clients have a plan for long-term care- not just a hope that they won't need it?

This Thursday at 1 PM ET, we’re talking about MassMutual LTC Solutions Using Life Insurance.

Join me to strengthen your understanding of the solutions available and, just as importantly, how to start these conversations with your clients.

📅 Thursday, August 27 | 1 PM ET
🔗 Register & add to your calendar:
https://financialguide.zoom.us/meeting/register/qbaO95UcSSWayFGubTaYHA

Long-term care isn't just a product conversation. It's a planning conversation.Next Thursday, we’re looking at MassMutua...
08/21/2026

Long-term care isn't just a product conversation. It's a planning conversation.

Next Thursday, we’re looking at MassMutual LTC Solutions Using Life Insurance.

I’ll help you better understand where these solutions may fit and how to approach clients who want to protect against the financial impact of a long-term care event while still addressing their life insurance needs.

📅 Thursday, August 27 | 1 PM ET
🔗 Register & add to your calendar:
https://financialguide.zoom.us/meeting/register/qbaO95UcSSWayFGubTaYHA

08/20/2026

We’re live today at 1 PM ET.

Today’s topic: Advanced Gifting Techniques with Irrevocable Life Insurance Trusts.

If you want to sharpen your approach to gifting, legacy planning, and life insurance opportunities with affluent clients, spend some time with me this afternoon.

Bring your questions. I hope to see you there.

🔗 Register & add to your calendar:
https://financialguide.zoom.us/meeting/register/AbGTxdwJRzeZ6EB6RF4Y8A

Where can life insurance fit into an advanced gifting strategy?That’s part of what we’ll explore this Thursday during my...
08/17/2026

Where can life insurance fit into an advanced gifting strategy?

That’s part of what we’ll explore this Thursday during my advisor training on Advanced Gifting Techniques with Irrevocable Life Insurance Trusts.

My goal is to give you practical ideas that can lead to better planning conversations and help you identify opportunities within your existing client base.

📅 August 20 | 1 PM ET
🔗 Register & add to your calendar:
https://financialguide.zoom.us/meeting/register/AbGTxdwJRzeZ6EB6RF4Y8A

We are excited to bring you a new episode of Michael Fliegelman’s podcast, "It's Personal, Not Just Business” with guest...
06/03/2026

We are excited to bring you a new episode of Michael Fliegelman’s podcast, "It's Personal, Not Just Business” with guest, Arjun Kapoor, financial advisor at United Wealth Group. — https://t.ly/oICDz

🚀 Tune in to hear Arjun Kapoor's story of transitioning from top financial institutions to creating his own path in the wealth management industry. Hear about Arjun’s pivotal career decisions, the power of mentorship, and maintaining a work-life balance while pursuing professional success.


It's Personal... Not Just Business with Michael Fliegelman, Episode...

My thoughts for today !!This blog post is rated NC17. Before reading, know that it contains language that could be consi...
05/21/2026

My thoughts for today !!This blog post is rated NC17. Before reading, know that it contains language that could be considered inappropriate and offensive.

While we say this with good humor, the reality is people are living longer and longer. And for some, the golden years are not so shiny. Our message to all our clients is to seek out proper health insurance protection, especially long-term care.
We offer numerous solutions in the area of long-term care policies, whether it be life insurance policies that have long-term care riders, or a hybrid policy where you’re making one payment and getting a paid up long-term care life insurance policy.
I don’t know that we can change the fact that people are going to get droopy and poopy. But what we can change is whether or not they have to subject their children to being caregivers because they don’t have the money to pay for the care they need.
Give us a call, and let’s discuss how we can set up the best program for you and your clients.

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Thursday 8:30am - 7:30pm
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+16312629254

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