INSIGHTS

RESOURCE LIBRARY

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SFP RESOURCE LIBRARY

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A Fee-Based Advisory Relationship: Why 2021 Is The Year to Consider It

Created by:

Patrick B. Crowley, JD*, CLU

Director of SFP Wealth Strategies

Dying Digitally: The New Planning For Estates

Created by:

Patrick B. Crowley, JD*, CLU

Director of SFP Wealth Strategies

Needs Pyramid

Created by:

Patrick B. Crowley, JD*, CLU

Director of SFP Wealth Strategies

Health Insurance Saving Strategy - Consider an HRA

Created by:

Darrel Sumner

President of SFP Benefits

Expanded Help For Those Impacted By COVID-19

Created by:

Patrick B. Crowley, JD*, CLU

Director of SFP Wealth Strategies

PPP Forgiveness

Created by:

Patrick B. Crowley, JD*, CLU

Director of SFP Wealth Strategies

Exit Planning

Created by:

Patrick B. Crowley, JD*, CLU

Director of SFP Wealth Strategies

Buy Sell Funding

Created by:

Matthew VanCleve, JD*

SFP Wealth Strategist

What Is a Red File and Why You Should Have One

Created by:

Patrick B. Crowley, JD*, CLU

Director of SFP Wealth Strategies

Loan Split Dollar

Created by:

Patrick B. Crowley, JD*, CLU

Director of Wealth Strategies

Health Savings Accounts (HSAs)

Created by:

Darrel Sumner

President of SFP Benefits

Triple Tax Advantage Beyond Age 65? Maybe . . .

Created by:

Darrel Sumner

President of SFP Benefits

The Great Resignation

Created by:

Patrick B. Crowley, JD*, CLU

Director of Wealth Strategies

2022 Tax Rates

Created by:

Patrick B. Crowley, JD*, CLU

Director of Wealth Strategies

GLTD - 4 Potential Gaps That Could Leave Your Income Unprotected . . .

Created by:

Darrel Sumner

President of SFP Benefits

Early Retirement

Created by:

Patrick B. Crowley, JD*, CLU

Director of Wealth Strategies

Life Is Better on the Beach

Created by:

Patrick B. Crowley, JD*, CLU

Director of Wealth Strategies