Forest Hills Financial Group

11/01/2023

Last week Guardian Life had their Advanced Disability Meeting down in South Carolina. Leonard Cohen, BS, MBA qualified as Platinum Inner Circle for the 4th time. What an accomplishment! 🏆

Leonard Cohen is unstoppable. Since he joined the firm (14 years ago) he has qualified for this conference 🌟 13🌟times!

Len has worked tirelessly to protect countless doctors and other professionals to protect their income with Disability Insurance.

Thank you Len for your dedication!!!

10/31/2023

10/01/2023

Excited to announce that has earned the impressive ranking of #11 out of 100 on New York Business Best Places to Work in NYC 2023!!!!! 🎉

We are so proud to be a company that creates an empowering environment for all our employees and advisors to thrive!

Thank you to Diane Neustadt, Michael DeLuccia, Frank Schursky, Hector Rivera, CFP®, CEPA, CLU®, Vlad Shafir, Blaine Lipkin, Kristen LaMarca, Daniel A. Hochler, Andie L. Perlmutter, and Faisal Shahed for joining the celebration yesterday!

09/21/2023

In honor of September being Life Insurance Awareness Month, let’s debunk some of the common myths surrounding whole life insurance.

09/13/2023

Calling all brokers! Intergenerational Split Dollar can be a valuable tool to address high net-worth clients who are concerned with gift and estate taxes as they attempt to implement planning strategies to preserve their wealth for the next generation and beyond.

In this webinar, you will learn about:

· Intergenerational Split Dollar (IGSD) and how it works

· Tax and legal implications of IGSD

· Case studies illustrating the benefits of IGSD

Register here: https://zoom.us/webinar/register/WN_YndwshjFTRK_BByWr_GhMg #/registration

09/11/2023

08/29/2023

🎒 Back to school is right around the corner!

This time of year has a lot of parents reevaluating their savings plans for their kids future—whatever that may look like for them. 📚🔨

created this informative chart to help highlight key factors distinguishing different types of savings plans. It's important to note that not all education savings plans mandate funds solely for educational expenses; some offer in saving, while others may not.

Please feel free to share this information with your network—you never know who may need answers to these questions!

wishes you and your family a safe and happy school year! 🍎

08/16/2023

Hello again, Facebook 👋 It’s been a while.

Hopefully some of you will see this post 👀 If you are seeing this, please hit that 'Like' button. And if you’re feeling extra friendly today, hit 'Share'!

It is our goal with this page to provide everyone with cutting-edge financial insights, tips, and strategies that can guide you along your journey to .

08/02/2023

Here are some tips on how to have a holly, jolly and less stressful gift-giving season.

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