Winner of the Fordham University Mara Family Award
Presented by JOHN MARA, President and CEO of the New York Giants, I'm honored to be recognized as this year's winner of the Fordham University Mara Family Award. I'm a graduate of Fordham University's class of '74, a member of the Fordham Football Hall of Fame and have remained an avid supporter of the program to this day. The award recognizes members of the Fordham football family for their dedication and contributions to the program. You can see some highlights from John Ma
Penn Mutual Announces Winner Of Fifth Annual Life Of Significance Award
Kraig Puccia of Fordham University was the winner of the fifth annual Life of Significance award, presented by Joe Jordan and Penn Mutual CE
Your Real Purpose As A Financial Professional
Here's your real purpose as a financial professional.
Disability Insurance: A Critical Conversation With Small Business Owners
Much of the discussion about business planning centers around succession planning, usually using life insurance. One product that has been habitually undersold is disability income insurance. See how George Reilly benefited his friend and client business owner. There are two very important points in this story. One is George’s discussion about approaching the professional advisors of a business owner early in the process, in this example it was the accountant. Isn’t it intere
Joelma's Story Is Why You Must Prospect With Everyone
Joelma Dias wasn’t convinced she was having a stroke. During a fun night of hanging out with her friends at church, the right side of her body suddenly began to feel weak. Joelma felt fine otherwise, and insisted that she was going to head home and get some rest. Luckily, a friend of hers convinced her to go to the hospital instead, where she learned she had suffered a life-threatening stroke. Joelma is living proof that things like strokes and major illnesses happen to youn
Jeff Gruehn's Story: The Power Of Proper Small Business Planning
Consider the story of Jeff Gruehn. See how his conviction and persistence dramatically altered the trajectory of a local business that was v
The Story Of A Life Insurance Cynic Who Became A Believer
We all have our own preconceived notions. However, sometimes an experience can completely alter our current beliefs, as it did in the case
Beyond The Money: The Real Impact Of A Buy-Sell Agreement
Let's face it: most people won’t understand the detailed nature of insurance and financial planning. But everyone can understand the imp
A Life Of Significance – It’s About More Than Money
Dr. Michael Brescia, co-founder of Calvary Hospital, shares his story of why he turned down a billion dollar deal - and it was the best deci
Why You Shouldn't Feel Nervous About Calling CPAs and Attorneys
Most financial advisors are nervous about calling other professionals, such as CPAs and attorneys. They feel like they must have everything covered. Guess what... they don't. Listen to Rick Barone's story to see what I mean. Financial services is really not about the spreadsheets and numbers. It's about the human impact that we can have on others, and this is particularly true for the small business market. There are almost 28 million small businesses in the United States. Ov
