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Category Archives: Education

Author By Matt Schiff Posted on Categories Education, Executive Benefits, Retirement

The Perfect Plan Podcast 2025

https://youtu.be/9TXKfikwC8I?si=9qWoXfldUdd3RSpt

In 2024, we launched The Perfect Plan Podcast. We brought on so many great guests, who shared their knowledge on many topics.  In this first episode of 2025 we review last year's content, and then focus on what YOU need to know in 2025.

Do you know all of the "Business" deadlines for your business in 2025? Have you thought about implementing a retirement plan, or making contributions for 2024 before you file for your taxes? These are just TWO of the items that we discuss and cover January to December the things you should know.

#taxplanning #taxdeadlines #taxefficient #2025finances #finances #financialeducation

Author By Matt Schiff Posted on Categories Education, Health, Lifestyle

Life Saving Early Cancer Detection and Healthy Lifestyle Choices with Lindsay Hanson of John Hancock



Today we had Lindsay Hanson, Chief Marketing Officer, John Hancock & Global Head of Behavioral Insurance (Platinum Vitality Member), on to discuss how an insurance company is helping to change people's LONGEVITY with their Vitality Program. She discusses the features, its benefits, how it is saving clients money, and helping them detect cancer at the earliest stage. And by catching cancer at stage 1 or 2, survivability rates can be as high as 89%.





John Hancock's Vitality program is a wellness program that's included with all John Hancock life insurance policies. It's based on science and technology, and rewards healthy habits that focus on nutrition, physical fitness, and mental well-being. The program recognizes that small daily decisions can have a big impact on both physical and financial well-being.









There are two versions of the program, Vitality GO and Vitality PLUS, to choose from, depending on individual goals and interests. Participants can earn Vitality Points by logging healthy activities through the Vitality app or website, and these points add up to a Vitality Status. The higher the status, the greater the rewards. 

Rewards and discounts can include: 







  • Apple Watch Series 3 

  • Complimentary Fitbit device 

  • Wearable device discounts 

  • HealthyFood benefit 

  • Cruise rewards 

  • Half-price hotel stays 

  • Free health check 

  • Healthy gear discounts

  • Shopping and entertainment discounts 


With Vitality PLUS, participants can save up to 25% on their life insurance premium. The program also includes a Healthy Engagement rider that determines the total premium based on the insured's achieved status and as part of the program, the Grail Test by Galleri, is provided at NO COST (a $995 value).




P.S. For clients who wishes to get the Grail Test at a discount, please email us at info@schiffbenefits.com with the headline "Grail Test" and we will send you a discount code.







Author By Matt Schiff Posted on Categories Business Succession, Deferred Compensation, Education, Employee Retention, ESOP, Estate Planning, Executive Benefits, Owner Benefits, Retirement

ESOP – Employee Stock Ownership Plan – A way to Monetize your largest asset

https://youtu.be/VUsv8NaXsrc

Are you a business owner? Have you ever thought about selling your business?  How much is it worth? Do you have other shareholders, or family that own part of the business?

Well, in this, the Sixth episode of The Perfect Plan, Dan Zugell, my friend and colleague of 25 plus years goes into the wonder of an Employee Stock Ownership Plan (ESOP). In this qualified retirement plan solution for a business owner, you have a ready and willing buyer, that will buy your business, for a set dollar amount, at a set triggering event. If done correctly, you as the business owner can still run it, control it, and participate in the future growth of your company.

Dan goes into the benefits, tax advantages, and rules of how to design "the perfect" exit strategy for the closely held business owner. Take a few minutes and hear what he has to say, then contact us on how we can help you monetize your largest asset.

Ps. You can schedule a direct call with Dan at https://dantheesopman.com/ or with SEB at  Calendly - Matthew E Schiff

Author By Matt Schiff Posted on Categories Education, Estate Planning, Owner Benefits, Retirement

Wealth Management – Personal Finance and the Department of Labor with Jamie Hopkins

https://youtu.be/mXFv0Cp3zAo?si=STHkIxZZqru-m5L4

In this episode, the 5th Episode of the "The Perfect Plan", Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® CEO Bryn Mawr Capital Management, LLC joins us to discuss investments, wealth accumulation, the Department of Labor, and Retirement Planning.  Check out his insight into how to create your "Perfect Plan".

Author By Matt Schiff Posted on Categories Corporate Owned Life Insurance, Deferred Compensation, Education, Employee Retention, Estate Planning, Executive Benefits, Owner Benefits, Retirement, Trust Owned Life Insurance

Collaborative Practice Meeting – May 15th/16th

Are you an Attorney, Accountant, TPA, Trust Officer, Insurance Agent, Property and Casualty agent? If you work with Business Owners, and their families, then you want to be at this meeting where you will hear about how to COLLABERATE with other professionals who work with your client.

We will spend the day on Thursday, May 16th at the Fitler's Club in Philadelphia sharing a case study that is VERY relevant in today's world. How do you handle the intricacies of the family while bringing together all needed advisors to work seamlessly?

Well, we will have 20-25 attendees from different professions, coming together to discuss the challenges that they are facing with their clients in 2024. Come join us, and network with some of the best in their fields.

P.S. The night before, we have a Box at Citizens Bank Park for the game between the NY Mets and the Philadelphia Phillies (@6:40pm).

Sign up below to save your spot.

Author By Matt Schiff Posted on Categories Education, SBG News

Our Education Podcasts – Are Up – The Story Behind SEB

Have you ever wondered what you need to know to be financially successful?  Well, in a series of podcast over the next few months, Matt Schiff, CLU, ChFC, WMCP and founder of Schiff Executive Benefits will be discussing these important items with John Stamper, his Podcast Host, and his stars studded guests.

In the first two Episodes, we get an introduction of how Matt and SEB started, and then in Episode 2 get into a concept that EVERYONE should know, "Save Early".

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