Marvin H. Feldman, CLU, ChFC, RFC, President and CEO of Life Happens

Marvin H. Feldman, CLU, ChFC, RFC, President and CEO of Life Happens

Marvin H. Feldman, CLU, ChFC, RFC, is president of the Feldman Financial Group in Palm Harbor, Fla., and president and CEO of Life Happens. He is a 41-year Million Dollar Round Table member and was the 2002 president. He is a 33-year member of the MDRT Top of the Table and a past Top of the Table chairman. He also is the recipient of the 2011 John Newton Russell award, the highest honor bestowed on an individual by the insurance industry.

March 10, 2017

Life Insurance for a Family of One

We spend a lot of time talking about how couples, families and businesses can protect their financial futures with life insurance. But what about if you are single—do you need life insurance, too?

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January 10, 2017

Key Documents You Should Track and Store Safely

Do you have your legal and financial documents stored (maybe stashed) in various places around your home? Some in a desk drawer? Others in your closet? Some in a safe? Even more in a file cabinet in the basement? It’s time to get a handle on all your documents and store them safely, noting the location. You can use this list as a starting point, and also as a reminder to follow through on moving any of these documents or tasks from your “to do” list to your “it’s done” list!

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December 13, 2016

3 Ways Life Insurance Can Benefit a Charity You Love

Would you like to make a charitable gift to help organizations or people in need; to support a specific cause; for recognition such as a naming opportunity at a school or university? Perhaps you would do it just for the tax incentives. There are any number of reasons, and life insurance can be one of the most efficient tools to achieve these purposes. So the question becomes, how does this work?

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October 21, 2016

3 Life Insurance Myths That Could Hurt Young Families

When you’re just starting out, it often seems that a dollar never stretches far enough. And with new commitments, such as buying your first home or having children, comes the responsibility to make sure your loved ones will be provided for financially, no matter what life may bring.

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May 20, 2016

How Much Life Insurance Do You Really Need?

Not so long ago, professionals recommended that families carry a life insurance policy with a death benefit of 10 times their annual household income. Today, however, in light of rising house prices …

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