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Watermark Life
People
Purpose
Partnering With Us
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iPipeline Quoting Software
iGo e-Application
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Lets connect
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Are you worried about unpredictability?
Jon Gold 11/7/24 Jon Gold 11/7/24

Are you worried about unpredictability?

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November is LTC Awareness Month. NOW is the time to act!
Jon Gold 11/5/24 Jon Gold 11/5/24

November is LTC Awareness Month. NOW is the time to act!

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Case Study: Selling a Business to Fund Retirement
Jon Gold 10/23/24 Jon Gold 10/23/24

Case Study: Selling a Business to Fund Retirement

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Why Group Insurance Isn't Enough.  Secure Your Future with Individual Life Insurance.
Jon Gold 10/14/24 Jon Gold 10/14/24

Why Group Insurance Isn't Enough. Secure Your Future with Individual Life Insurance.

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Ensuring Financial Security for Your Clients
Jon Gold 9/11/24 Jon Gold 9/11/24

Ensuring Financial Security for Your Clients

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Boost Sales: The Essential Role of Life Insurance for Non-Working Spouses
Jon Gold 8/13/24 Jon Gold 8/13/24

Boost Sales: The Essential Role of Life Insurance for Non-Working Spouses

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Not Everyone is Preferred
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Not Everyone is Preferred

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Selling need. Not cost.
Jon Gold 6/12/24 Jon Gold 6/12/24

Selling need. Not cost.

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Executive Benefits Strategy: A Fresh Approach
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Executive Benefits Strategy: A Fresh Approach

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D.I. WHY? The importance of disability insurance
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D.I. WHY? The importance of disability insurance

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The Devil is in the Details in Case with Cardiac Complications
Jon Gold 5/6/24 Jon Gold 5/6/24

The Devil is in the Details in Case with Cardiac Complications

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The Power of the Beneficiary Review
Jon Gold 4/17/24 Jon Gold 4/17/24

The Power of the Beneficiary Review

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Does it EVER make sense to self-insure?
Jon Gold 4/17/24 Jon Gold 4/17/24

Does it EVER make sense to self-insure?

By Alan Friedman

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Looking Ahead: The looming expiration of the Tax Cuts and Jobs Act of 2017
Jon Gold 3/9/24 Jon Gold 3/9/24

Looking Ahead: The looming expiration of the Tax Cuts and Jobs Act of 2017

By Alan Friedman

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Looking to lock in your rate class?
Jon Gold 2/29/24 Jon Gold 2/29/24

Looking to lock in your rate class?

By Alan Friedman

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Life insurance means I Love You
Jon Gold 2/7/24 Jon Gold 2/7/24

Life insurance means I Love You

By Alan Friedman

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IRA Maximization Strategies for 2024
Jon Gold 1/18/24 Jon Gold 1/18/24

IRA Maximization Strategies for 2024

By Alan Friedman

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New Year, New Opportunities?
Jon Gold 12/28/23 Jon Gold 12/28/23

New Year, New Opportunities?

By Alan Friedman

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December: The perfect time to remember life insurance is a gift
Jon Gold 11/29/23 Jon Gold 11/29/23

December: The perfect time to remember life insurance is a gift

By Alan Friedman

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How LTC Insurance Premiums May Be Tax Deductible
Jon Gold 11/14/23 Jon Gold 11/14/23

How LTC Insurance Premiums May Be Tax Deductible

By Alan Friedman

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