Jeff Rifkin, LUTCF - Registered Representative with Baystate Financial

Jeff Rifkin, LUTCF - Registered Representative with Baystate Financial I am licensed to sell insurance in CT, FL, MA, ME, MI, NH. I am licensed to sell securities in: NH,

If the unexpected happened, would your loved ones have the financial resources they need? Let’s schedule time to review...
09/03/2026

If the unexpected happened, would your loved ones have the financial resources they need? Let’s schedule time to review your protection strategy.

09/01/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

08/31/2026

There’s more to life insurance than the death benefit. It can offer your clients financial flexibility to build and secure a bright future for their loved ones. Learn more about our life insurance products: https://bit.ly/4ybWOF5

While life insurance generally benefits your loved ones after you pass away, it can also benefit them (and you) before t...
08/28/2026

While life insurance generally benefits your loved ones after you pass away, it can also benefit them (and you) before that time comes through something known as living benefits. Contact me to learn more.

08/27/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

Whole life insurance isn’t just coverage—it’s a powerful tool for transferring wealth. With generally tax-free benefits,...
08/26/2026

Whole life insurance isn’t just coverage—it’s a powerful tool for transferring wealth. With generally tax-free benefits, guaranteed stability, simplified beneficiary splits, and direct payouts that bypass probate, it helps secure your family’s future with confidence. Let’s connect to learn how whole life insurance can strengthen your wealth transfer strategies.

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

A bonus is one of the few times you get extra income outside your regular earnings—and that makes it a smart opportunity...
08/19/2026

A bonus is one of the few times you get extra income outside your regular earnings—and that makes it a smart opportunity to strengthen your financial protection. Using part of a bonus for whole life insurance can add immediate death benefit coverage while building tax‑advantaged value you can use down the road. Let’s talk through what makes sense for you.

08/18/2026

Last week, U.S. markets posted gains as encouraging inflation data helped ease concerns and lowered expectations about additional interest rate increases. At the same time, softer consumer spending data suggested a more moderate pace of economic growth. Learn more about the market forces driving recent performance in this week’s perspective.

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