About Valerie Plewak

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So far Valerie Plewak has created 50 entries.

Did you hear the news re: MEC limits?

A change by Congress will generally increase the amount of money that policyholders can contribute to their cash-value accounts.  Federal lawmakers’ big year-end spending package includes a little-noticed revision of the tax code that is likely to boost […]

February 19th, 2021|News & Events|

Pay Off the Mortgage or Save for Retirement?

Certainly, there isn’t any shortage of opinions from clients about which financial strategies are “best” for their mortgages. Each and every day our clients are bombarded by media outlets with news stories, marketing messages, and advertisements about […]

November 21st, 2020|News & Events|

Compounding vs. Speculation Rates of Return

A major insurance company conducted a survey interviewing 439 people, ages 44 to 75. The survey gave them a choice between two products. The first product had an 8% rate of return, but had the possibility of […]

October 9th, 2020|News & Events|

Case Study Webinars for Members with Marc Catona

Once a quarter a Circle of Wealth® Master Mentor walks our members through one of their client consultations, demonstrating how they used the Circle of Wealth® presentation tools and client process, to help their clients be more efficient […]

September 11th, 2020|News & Events|

Roundtable Webinar for Members with Jeremy Shipp

Join us this Monday, September 14th at 11 a.m. Eastern, as we hear from one of members, Jeremy Shipp (LinkedIn).  During the call, Jeremy will share how he is connecting with his prospects and clients, and how he […]

September 1st, 2020|News & Events|