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- Retirement Planning
- Estate Planning
- *Investment & Business Strategy
- Life Insurance Needs Analysis
- Long Term Care Planning
- *College Savings
Mintco Financial's Advantage
In The News
New Developments affecting Estate Planning
Sunday, April 01, 2012
Estate Taxes - New Developments Affecting Estate Planning. Estate, gift and GST tax applicable exclusions have all been re-unified at $5 million per person, $10 million per married couple in
2011. In 2012, these amounts are all indexed for inflation and rounded to the
nearest $10,000.
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In The News: Mintco Financial, Inc. opens offices Tampa, Florida
Thursday, February 16, 2012
We are delighted to announce that Mintco Financial has expanded to open a new office location in Tampa, FL. The new premises will be located at 18948 North Dale Mabry, Tampa, FL, 33548.
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Life insurance can be more; it can be used as a living benefit as well.
Saturday, January 28, 2012
Finding the right product and life insurance carrier can be critical to your long-term financial success. With index universal life insurance, you get the potential for policy value accumulation, up to a specified Cap, together with the downside protection of a guaranteed minimum interest rate, or floor.*
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Life Insurance: A Multi-Purpose Wealth Management Tool
Monday, December 26, 2011
Life insurance may be an extremely valuable and often under-utilized financial tool. It may help grandparents and parents protect their own financial futures and strengthen the financial security of those they love. Its unique combination of tax and non-tax benefits makes it a multi-purpose asset that
may help families and businesses in many different ways.
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No Medical Exam, Final Expense Insurance
Monday, November 28, 2011
What you Need to Know about Final Expense Life Insurance: Final expense insurance is a life
insurance policy written for a specific
purpose: To cover your funeral costs
and other short-term debts you leave
behind. Call us for a Quote and ask about a No Medical Exam life insurance policy.
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Variable Annuities: What You Should Know
Wednesday, November 09, 2011
Office of Investor Education & Consumer Advocacy, SEC; Variable annuities have become a part of the retirement and investment plans of many Americans. Before you buy a variable annuity, you should know some of the basics—and be prepared to ask your insurance agent, broker, financial
planner, or other financial professional lots of questions about whether a variable annuity is right for you.
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Medicare Enrollment for 2012 Begins
Friday, October 14, 2011
October 15th- December 7th is the Annual Election period for Medicare beneficiaries to choose their Medicare Part D Prescription Drug Plan or choose to be on a Medicare Advantage Plan:- Buffalo, NY & Tampa, FL. Mintco Financial, Inc. is pleased to announce our newest affiliation with Lloyd Schneider from Upright Financial, Inc. Lloyd has been serving the insurance industry for the past 14 years specializing in the area of Medicare Planning.
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Avoid Common Estate Planning Mistakes
Tuesday, October 04, 2011
Whether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s effectiveness. Are you aware of these common estate planning mistakes?
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Press Release: Michael Minter Wins National Award from NAIFA
Friday, September 23, 2011
Respected Independent Financial Advisor, Michael Minter, Mintco Financial, Inc. has received the Quality Award from the National Association of Insurance and Financial Advisors (NAIFA), the industry’s leading trade association.
The NAIFA Quality Award recognizes professionalism through education and earned designations, production measured by performance metrics customized for each practice specialty, adherence to the NAIFA Code of Ethics, and service to your industry association.
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Life Insurance Awareness Month
Tuesday, September 20, 2011
Nonprofit LIFE Foundation coordinates Life Insurance Awareness Month. There’s a growing crisis of too many Americans not having adequate life insurance protection. According to the industry research group LIMRA, 30 percent of US households have no life insurance whatsoever. What you need to know about Life Insurance.
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In the News: Buffalo Business First
Monday, September 19, 2011
Mintco Financial & Michael Minter has been nominated for the Greece Chamber of Commerce 3rd Annual Small Business of the Year Award. Mintco Financial was nominated for its outstanding service to the WNY community as an independent financial advisor, specialized in the area of retirement and estate planning.
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Life Insurance with Long Term Care combo plan
Thursday, August 04, 2011
Have you resisted buying long term care protection because you think your premiums will keep increasing or you’ll never need the coverage? What if you never need long-term care, and had a plan that would pay your beneficiaries the entire income tax-free death benefit?
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Baby Boomers: PREPing for a Secure Financial Future
Tuesday, July 19, 2011
"Doing Anything to Improve Your Financial Security is Better than Doing Nothing."
Baby Boomers can expect to live much longer in retirement than previous generations. They also face challenges no previous generation has encountered, including: uncertainty about government programs such as Social Security; termination of traditional pensions; decreased personal savings rates; and skyrocketing healthcare costs.
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Zeroing in on Life Insurance Needs
Friday, June 24, 2011
How much life insurance do you need? A financial needs analysis can help determine what is important in creating and protecting the lifestyle you and your family enjoy. Even if your family’s current income doesn’t stretch far enough to satisfy all your financial objectives, the needs analysis process will help you establish priorities.
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The Most Asked Questions about Long Term Care Planning
Friday, June 17, 2011
Presented by The American Association for Long-Term Care Insurance: The need for long-term care is one of the biggest financial threats you could potentially face in life. This guide answers the most common questions regarding long-term care planning and insurance protection.
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Making a Case to Buy an Annuity (The Wall Street Journal)
Wednesday, May 18, 2011
What will be the biggest financial challenge if you live to age 100? Many investors approaching retirement think they have no need for annuities. But the life-time income guarantees offered by these insurance-company products can add security to portfolios that are mostly composed of stock and bond mutual funds.
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The Role of a Financial Professional in Charting Your Course
Tuesday, May 17, 2011
Making sound financial decisions requires knowledge of financial options, taxes, risk management, estate planning, pension benefits, and other areas—coupled with an understanding of how these elements interrelate.
“The Value of the relationship with your advisor will always be part of your Legacy”-Michael G. Minter
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