Broker Check

Concord Wealth Management Blog

CWM Launches Onsite Financial Designation Program´╗┐

Concord Wealth Management is committed to the advancement of its advisors, and to support that effort, we are providing our own onsite designation program...


------------------------------------------------------------------------------------------------------------

Why Millennials Should Consider Contributing to a Roth 401(k) 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation...

------------------------------------------------------------------------------------------------------------

8 Reasons Why You Need to Review Your Life Insurance Plan

Life is constantly moving forward, and as you move through life your needs change. These are the top 8 reasons why you need to review your life insurance plan now...

------------------------------------------------------------------------------------------------------------

Does your family's health history affect life insurance premiums?

Securing life insurance is an important step in creating a sound financial plan. However, each person is different and underwriters review your medical history and application exam in order to determine what risk you represent to the insurer....

------------------------------------------------------------------------------------------------------------

Why You Should Consider a Life Insurance Trust for Your Children

When securing a life insurance policy, parents should establish a trust to own their life insurance, especially if they have minor children...

------------------------------------------------------------------------------------------------------------

Concord Wealth Management Leaders Earn Top Awards from Penn Mutual

President & CEO, John Laurito; Vice President, Matthew Logan; and Vice President, Christopher Wood Honored...

------------------------------------------------------------------------------------------------------------

Why Should Millennials Have Life Insurance?

Much has been discussed about how millennials have different goals and challenges than earlier generations. Often they are saddled with enormous student loan debt, and they tend to marry later in life as well as delay having children or buying a home...

------------------------------------------------------------------------------------------------------------

Can I Borrow Against My Life Insurance Policy?

Did you know that in some cases you can borrow against your life insurance policy? This article will discuss borrowing against life insurance policies, how this is done, when it makes sense, and what are the advantages and disadvantages...