Strategic Wealth Advisors Network

06/03/2026

We are excited to bring you a new episode of Michael Fliegelman’s podcast, "It's Personal, Not Just Business” with guest, Arjun Kapoor, financial advisor at United Wealth Group. — https://t.ly/oICDz

🚀 Tune in to hear Arjun Kapoor's story of transitioning from top financial institutions to creating his own path in the wealth management industry. Hear about Arjun’s pivotal career decisions, the power of mentorship, and maintaining a work-life balance while pursuing professional success.

It's Personal... Not Just Business with Michael Fliegelman, Episode...

05/21/2026

My thoughts for today !!This blog post is rated NC17. Before reading, know that it contains language that could be considered inappropriate and offensive.

While we say this with good humor, the reality is people are living longer and longer. And for some, the golden years are not so shiny. Our message to all our clients is to seek out proper health insurance protection, especially long-term care.
We offer numerous solutions in the area of long-term care policies, whether it be life insurance policies that have long-term care riders, or a hybrid policy where you’re making one payment and getting a paid up long-term care life insurance policy.
I don’t know that we can change the fact that people are going to get droopy and poopy. But what we can change is whether or not they have to subject their children to being caregivers because they don’t have the money to pay for the care they need.
Give us a call, and let’s discuss how we can set up the best program for you and your clients.

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05/20/2026

Protection First training is tomorrow. 1pm ET.

Good one to bring your newest advisors to. Good one to revisit even if you've been doing this for years.

Free Zoom. Register: https://financialguide.zoom.us/meeting/register/8YDtwWH7QUSLCQ_jAXq4Kg

05/18/2026

Thursday May 21st, 1pm ET -- Protection First and Why We Do It.
Free Zoom training for financial advisors.

This is about making the philosophical and practical case for why protection belongs at the front of every planning conversation -- with language you can actually use in a client meeting.

If the insurance conversation ever feels like an uphill battle, this reframes it entirely.

Register: https://financialguide.zoom.us/meeting/register/8YDtwWH7QUSLCQ_jAXq4Kg

05/15/2026

I've watched beautiful financial plans fall apart.
Solid investment strategy. Thoughtful retirement income. Carefully set goals.

Then the client gets a cancer diagnosis at 54. Or dies on the way home from the goal-setting meeting. And none of it matters.

Protection isn't a product category. It's the reason the rest of the plan has a chance to work. When advisors lead with that, clients feel it. When they tack it on at the end, clients treat it like an add-on.

Thursday May 21st, 1pm ET -- Protection First and Why We Do It.
Free Zoom for advisors.
Register: https://financialguide.zoom.us/meeting/register/8YDtwWH7QUSLCQ_jAXq4Kg

How do you open the protection conversation? I'm genuinely curious.

05/14/2026

Military DI and SGLI/VGLI training today, 1pm ET.

If you've ever felt underprepared talking to a veteran or active duty client,
this is the one to show up for.

Free Zoom. Register: https://financialguide.zoom.us/meeting/register/sZFCcQ6pSqe4oM1IzprTeg

05/12/2026

Thursday May 14th, 1pm ET -- Active Duty Military DI & SGLI/VGLI.
Free Zoom training.

We'll go through how DI underwriting works for active duty members, what SGLI actually covers and where the gaps are, and what advisors need to know about the VGLI transition.

Military families are underserved in this industry.
This training is one step toward changing that.

Register: https://financialguide.zoom.us/meeting/register/sZFCcQ6pSqe4oM1IzprTeg

05/08/2026

Most service members think SGLI has them covered, and while they're not wrong, they're also not fully right.

$400,000 sounds like a lot until you do the math on what a young family actually needs. And the VGLI transition when they separate?
Most of them have no idea what they're walking into.

Active duty DI underwriting is its own world too --
completely different rules than civilian underwriting.

Thursday May 14th at 1pm ET we're covering all of it.
Free Zoom for advisors.
Register: https://financialguide.zoom.us/meeting/register/sZFCcQ6pSqe4oM1IzprTeg

Do you work with any military or veteran clients?
Drop a comment -- would love to know what questions come up for you.

05/06/2026

MassMutual Ascent Annuity Products with Michelle Miller training is tomorrow, 1pm ET.

Come get to know your products like the back of your hand,
It's one of those things clients notice without saying anything.

Free Zoom. Register below.
https://financialguide.zoom.us/meeting/register/j8V451onSEqgV144dq2r0A

05/04/2026

Thursday May 7th, 1pm ET -- MassMutual Ascent Annuity Products with Michelle Miller.
Free Zoom training for financial advisors.

Full walkthrough of the lineup -- what it is, how it's designed,
and how to talk about it with clients in a way that makes sense.

Good refresher if you already write with MassMutual.
Good intro if you've been meaning to look into it.

Register: https://financialguide.zoom.us/meeting/register/j8V451onSEqgV144dq2r0A