Retirement Party! – Joe

SFS 2016 Annual Halloween Party

We would like to thank all of our clients who attended the SFS 2016 Annual Halloween Party! This event was “Ghosted” by Jean Dorrell and Senior Financial Security, Inc. Date: Wednesday, October 26, 2016 Time: 5:00-7:00pm Location: Ocala Moose Lodge 10035 US-441 Belleview, FL 34420

2016 Circle of Advocates Dinner RSVP

SFS 2015 Annual Halloween Party

We would like to thank all of our clients who attended the SFS 2015 Annual Halloween Party! This event was “Ghosted” by Jean Dorrell and Senior Financial Security, Inc. Date: Thursday, October 29, 2015 Time: 5:00-7:00pm Location: Laurel Manor 1985 Laurel Manor Drive Lady Lake, FL 32162

SFS 2015 Circle of Advocates Dinner

It was our pleasure to show our appreciation, and to honor those who referred a new client to SFS during 2015 at our annual Circle of Advocates Dinner. Location: The Waterfront Inn Date: Monday, December 7, 2015 Time: 5:00-7:00pm

8 uses for life insurance that most consumers are clueless about

By Warren S. Herscht This article originally appeared on LifeHealthPRO With Life Insurance Awareness Month now underway, advisors can look forward to an advertising and marketing blitz from the industry’s behemoths. The aim: to promote protection products to the nation’s uninformed, befuddled, uninsured and underinsured consumers. The product manufacturers have their work cut out. According […]

8 uses for life insurance that most consumers are clueless about

By Warren S. Herscht With Life Insurance Awareness Month now underway, advisors can look forward to an advertising and marketing blitz from the industry’s behemoths. The aim: to promote protection products to the nation’s uninformed, befuddled, uninsured and underinsured consumers. The product manufacturers have their work cut out. According to a new survey, few Americans […]

The most important money conversation you’re not having

Yahoo! Finance By Jeanie Ahn – January 29, 2015 7:06 PM When Rosemary Flanagan died two years ago at the age of 84, her family was stunned. She led an active lifestyle and showed no signs of slowing down before passing away in her sleep. Although she was a mother to seven sons, none of […]

SFS 2014 Circle of Advocates Dinner

It was our pleasure to show our appreciation, and to honor those who referred a new client to SFS during 2014 at our annual Circle of Advocates Dinner. Date: Thursday, December 3, 2014 Time: 5:00-7:00pm

50 ways to improve your finances in 2015

By Kimberly Palmer, U.S. News & World Report     The new year is the perfect time to hit “refresh” on your finances. Whether you need to update your insurance, revamp your budget or scale back some shopping habits, take some time to consider these 50 action steps. They can help you improve your finances over the […]