by Anne Moschopoulos | Apr 1, 2026 | Financial Blog
“…In the joy of the season, we find our renewal, Spring cleaning awakens the love that we knew.”(from Spring’s Embrace) Happy Spring! Happy April! Our new actuary felt it was time for “spring cleaning” of our product portfolio and after some sprucing up, it was...
by Anne Moschopoulos | Dec 1, 2025 | Financial Blog
As we gather together with family and friends to celebrate this joyous holiday season, we use this time of year to reflect on the meaning of life, give thanks for the little things and think about the future. Like many family celebrations, we focus on engaging our...
by Anne Moschopoulos | Oct 1, 2025 | Financial Blog
By: Marge Grzeszczuk, ALMI Sales Coordinator “In this world, nothing is certain except death and taxes.”- Benjamin Franklin You’ve already taken a smart step by investing in an IRA or annuity to build a secure and stable financial future. But with today’s shifting...
by Anne Moschopoulos | Sep 26, 2024 | Financial Blog
Life can happen at any age. When you purchase life insurance at a younger age, you can get affordable coverage for the future. Don’t delay and plan for your future accordingly. Did you know? A study performed by LIMRA showed that about three-fifths of Americans...
by Anne Moschopoulos | Sep 24, 2024 | Financial Blog, Member News
Did you know that life insurance can help create multi-generational wealth? When you purchase a life insurance certificate you name a beneficiary or an individual who would receive the benefits of your life insurance policy. According to the Forbes Advisor Survey,...
by Anne Moschopoulos | Sep 20, 2024 | Financial Blog, Member News
September is Life Insurance Awareness Month and in honor of the month let’s review the term- beneficiary. Beneficiary (noun): the person you designate to get the money from your life insurance upon your passing. In an August 2023 Forbes Advisor survey,...
