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.

July 2, 2014

What Discipline Has to Do With Happiness in Retirement

The study revealed a link between the discipline an individual brings to financial planning and their happiness in retirement. Retirees who identify themselves as “highly disciplined” planners are much more likely than non-planners to say that they are happy in retirement (91% vs. 63%).

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June 18, 2014

The Widening Gap: Coverage Vs. Need

Americans say they want enough life insurance to cover expenses for at least 14 years after the loss of a breadwinner, but in reality only have three years of protection in place. This finding is in line with the Insurance Barometer Study that Life Happens and LIMRA have conducted over the past several years.

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June 11, 2014

A Life Story (With a Moral)

It’s funny how people sitting next to you on airplanes sometimes open up and like to talk. This happened to me last week with a gentleman who looked at me and decided I was a good person to talk to, or maybe I’m just a good listener.

He told me his whole financial life history. Don’t ask me why. I didn’t know him, and he didn’t know me, but I listened.

Identity stolen twice, divorced twice, both times expensive, and just remarried at age 66 to a somewhat younger woman who has significant debt.

His career has been varied. Fireman, CPA, boat captain, electrical engineer and now talking about retirement. He will be going from a high-income earner to a low-income retiree.

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April 14, 2014

I Am a Life Insurance Policy

I am a piece of paper, a drop of ink and a few pennies of premium. I am a promise to pay. I help people see visions, dream dreams, and achieve economic immortality. I am education for the children. I am savings. I am property that increases in value from year to year. I lend money when you need it most, with no questions asked. …

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April 2, 2014

The Four Perils of Life and How Life Insurance Can Help

While the statistics of passing away at an earlier age is low, the financial consequences of not planning for that possibility can be high. The younger the family, the more protection you generally need. Often there is still student debt and a mortgage, as well as day-to-day living expenses that need to be addressed. Additionally young children will require years care and have future educational needs. Life insurance financially protects the family you love.

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