Frank Rainaldi


FRANK L. RAINALDI, CLU, ChFC, DAEP is considered by many to be one of the insurance industry’s leading educators.  He is the primary author  of The Kugler System (, well known for its  estate, business and retirement planning books, software and online solutions.

Social Security Survivor Benefits Simplified
In many cases, survivor benefits can have just as much of an impact as spousal benefits.
Insured Buy/Sell Agreement for a C Corporation
The accounting and tax aspects of a C corporation and a partnership are considerably different
Social Security Spousal Benefits Simplified
Case studies give a more detailed analysis of the two most significant enhancements involving spousal retirement benefits.
Six Good Reasons to Start Collecting Social Security at Full Retirement Age
Six major Social Security benefit enhancements available to workers when they reach full retirement age.
Insured Buy/Sell Agreements for a Partnership Entity
Frank L. Rainaldi, William Rainaldi & Patrick J. Deo offer a primer on this potentially complex, but necessary, structure
Early, Full or Delayed Social Security Benefits
What you and your clients need to know when deciding when to collect Social Security benefits.
Qualifying for Social Security Retirement Benefits
Social Security: An introduction to the concepts, definitions and rules every advisor should know.
Industry Newsletters
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