Speaking with Success
Public speaking is perhaps one of the most overlooked tools in your marketing toolkit. Indeed, when most agents think about public speaking, what usually comes to mind is an annuity producer hosting a...
View ArticlePeople from All Income Levels Can Benefit from Life Insurance
Find out how, and discover how to avoid estate tax pitfalls. In essence, life insurance ensures against forced change. If a household income is reduced following a death, life insurance proceeds can...
View ArticleEstate Tax Uncertainty and What You Can Do About It, Part 2
To state that there is uncertainty in the world of estate planning is to understate the obvious. So, in the second part of this article focusing on the numerous uncertainties surrounding the federal...
View ArticleBreaking Down the Retirement Proposals in the President’s Budget
In mid-April, President Barack Obama unveiled his budget for the upcoming year. Although the budget is essentially a “wish-list” for the President and most of its proposals and recommendations are...
View Article3 Unexpected Ways Retirement Accounts Can Cost Your Clients
The adequate funding of retirement accounts is an essential part of many clients’ financial plans. Clients generally receive a tax benefit for making contributions to accounts like traditional IRAs and...
View ArticleHow to Manage Your Debts and Save More For a Healthy Retirement Fund
You must have been at your wits end to manage your overwhelming financial obligations while keeping your contribution towards your retirement plans unwavered. If this is so, then you are not alone who...
View ArticleDOMA Decision’s Impact on Retirement Planning
In late June, the Supreme Court revealed its much-anticipated decision on the Defense of Marriage Act (DOMA), striking down a portion of the law as unconstitutional and forcing the federal government...
View ArticleWhat Makes You Different From All the Other Financial Professionals?
The career of a financial services professional is, by far, the best job in the world. This is particularly true for investment professionals and wealth managers. We have the unique opportunity to...
View ArticleSocial Security Risk: Connecting with Clients during Tax Season is a Must
Retirement is all about taking the key risks off the table. Taxes are one risk that with proper education and homework, can be minimized dramatically. Lifetime income annuities are great products for...
View ArticleWhat Makes You Different From All the Other Financial Professionals?
The career of a financial services professional is, by far, the best job in the world. This is particularly true for investment professionals and wealth managers. We have the unique opportunity to...
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Social Security Risk: Connecting with Clients during Tax Season is a Must
Retirement is all about taking the key risks off the table. Taxes are one risk that with proper education and homework, can be minimized dramatically. Lifetime income annuities are great products for...
View ArticleTax Strategies to Ease Client Retirement Preparation
Taxes play an important role at every stage of life and are a crucial aspect of financial plans for advisors to discuss with clients. Clients should regularly monitor how taxes will affect assets over...
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