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Lisa Dibugnara

About Lisa Dibugnara

Posts by Lisa DiBugnara:

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Hancock Talks Podcast: The AI advantage with Kartik Sakthivel: Saving time & closing more cases

Index Universal Life - A unique asset for college tuition

In this episode of the Hancock Talks Podcast, Kartik Sakthivel (CIO at LIMRA and LOMA) and Mike Bellig (their new host) explore how AI is reshaping the advisor-client relationship, streamlining operations, and helping financial professionals better connect with the next generation of clients. 

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August Advanced Market Minute – Will Retirees Pay Tax on Social Security Benefits?

Index Universal Life - A unique asset for college tuition

Mutual of Omaha Advanced Market Minute: H.R. 1, also known as the One Big Beautiful Bill (OBBB) Act, includes numerous tax provisions designed to lower tax obligations for individuals and businesses. A key question for many seniors is whether the Act fulfills a promise made during the campaign to eliminate taxes on Social Security benefits.

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Mutual of Omaha Advanced Market Minute

Index Universal Life - A unique asset for college tuition

When preparing for the increasing costs of college tuition, many families typically consider 529 plans or custodial accounts as primary options. However, an alternative strategy that is gaining popularity due to its flexibility, tax advantages and long-term benefits is Index Universal Life (IUL) insurance. Read this month’s article below as we delve into the distinctive benefits of utilizing IULs for saving toward college expenses.

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Hancock Talks 2024

Empowering Business Owners: Strategies to Retain Top Talent

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Join John Hancock as they dive into the world of small business owners and the crucial role key executives play in a company’s success. In this episode, Tracey Ullom, Associate Counsel with Advanced Markets at John Hancock, shares her insights on how executive benefit strategies can positively impact a business’s balance sheet. You’ll gain valuable insights on:

  • Why retaining key employees is more cost-effective than replacing them
  • Strategies such as deferred compensation to reward and retain top talent
  • How life insurance can enhance executive benefit plans and help navigate related regulations

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222 N. Pacific Coast Hwy., Ste 2000 | El Segundo, CA 90245 P : 800.551.8289

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