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Author: Blaise Greco

How Much Social Security Will I Receive?

How Much Social Security Will I Receive?

April 29, 2018June 21, 2021 Blaise Greco
Thinking about retirement? In spite of your preconceived ideas about Social Security, it remains a vital part of most Americans’ retirement, and it is more than tooth paste money as Social Secur... Read More
Buy/Sell Business Partnership Insurance

Buy/Sell Business Partnership Insurance

January 29, 2018June 21, 2021 Blaise Greco
What Is It and Do I Need It? The understandings and the terminology of a “Buy Sell” and/or “Business Insurance”, “Equity Purchase”, “Cross Purchase” and... Read More
72-year-old Woman Pension Rollover

72-year-old Woman Pension Rollover

April 10, 2017June 21, 2021 Blaise Greco
Case Study #2   This Case Study involves a 72-year-old female client. She was a existing client at the time when we sat down and reviewed here 403B Pension Plan account which was still being mana... Read More
54-year-old Man Traumatic Brain Injury

54-year-old Man Traumatic Brain Injury

April 3, 2017June 21, 2021 Blaise Greco
Case Study #1   This case study involves a male client age 54 who is a non-smoker and in excellent health. However, three years prior to our business together, this man had suffered a traumatic b... Read More


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Recent Articles

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  • Chronic Illness Accelerated Benefit
  • How Much Social Security Will I Receive?
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