Saybrus Partners

Consumers often overestimate how much long-term care insurance they actually have. During Long-Term Care Awareness Month, talk to your financial professional about making this important coverage part of your overall financial plan.

Think about long-term care coverage when you are young and healthy.?Speak with your financial professional today about the options that are available to you.

A Home Health Aid costs about $75,500 a year today; by 2042, the annual cost will be over $132,000* which can impact retirement assets quickly. Consult with a financial professional about Long-Term Care coverage in your financial strategy. Proper planning can help give peace of mind to you and your loved ones down the road.? ? Source: 2023 Cost of Care Survey, Genworth

We are excited to welcome Grant Rondeau to Saybrus’ Institutional Annuity Team! Grant is a seasoned professional with nearly two decades of financial services experience. He'll bring his extensive knowledge and consultative approach to support Advisors and their clients with annuity-based retirement solutions.?

It's that time of year again - annual enrollment! As you review your employee benefits package, you'll likely see an option to enroll in or update group life insurance. While group coverage offers the convenience of easy enrollment, there are some items to consider:

Welcome Jay Osborne, FSCP CLU to the Saybrus team! Bringing extensive experience serving clients with protection, estate planning and other insurance strategies, combined with his perspective as a husband and father, Jay brings valuable expertise to help financial advisors protect what matters most to their clients.

Winners of the Saybrus Standards Awards, take a bow! Saybrus’ Standards define how we serve our partners and their clients and are the foundation for everything we do. The winners of our quarterly Standards Awards have showcased one or more of the standards in a truly exceptional way. Congratulations to all of our winners! Ryan Driscoll, Lewis Wilcox, CLU, CLTC, Betsy Gilley, Cortney Flanagan, Abby McInerney, Daniel Polirer, Scott Spurlock, Shelby Heitzman, Liz Churchwell, Steven Stofsky, Erin Finnegan, CLF?, John Aselage

Way to go! Congratulations to our Beyond Award winners, Steve Rayburn, Internal Sales Consultant, and Kathryn Raymer, Case Manager. Steve is one of Saybrus’ most efficient and hard working internal sales consultants, balancing proactive and on-demand sales support with his signature professional approach. Kathryn is always there to support her team, and consistently receives glowing feedback from her branches and colleagues. Thank you for your focus and dedication, Steve and Kathryn! ?

Our Life Leaders qualifiers recently celebrated their success in Las Vegas! We discussed sales ideas, shared best practices in breakout groups, and had important networking time with our peers. Thank you to Prudential Financial and Chris Erblich for the impactful presentation on the estate tax sunset and why we need to act now. Also, thanks to David Christie for his insightful sessions on teaching through stories and the power of storytelling in our day-to-day practice. A special shoutout goes to Kevin Collins and Jeffrey Johnston for sharing their best-in-class presentations. This meeting was enjoyable and valuable for all.

As key provisions of the Tax Cuts and Jobs Act (TCJA) are slated to sunset after December 31, 2025, many more families’ estates could soon become subject to federal estate taxes. Wealth Management Consultants Michael Barger and Stefan Sieradzan teamed up last week with Jen Portfolio, MBA of Legal & General and Tullia Yzzi of Prudential Financial to conduct an exclusive event for CFP? professionals in Texas. The team covered the potential changes and action steps for financial advisors to consider looking forward to 2025.