5 Ways to Escape Client Objections
My system for overcoming client concerns is simplicity itself: We design our entire client experience to not have any objections.
Are Boomers Headed for Retirement Disaster?
Michael Finke crunches the numbers — and assesses the wild cards — of the retirement savings problem.
How the Social Security Tax Is Altered by Employee Benefits
The Tax Facts Online experts discuss how the Social Security payroll tax is affected by employee benefits, like term life insurance and deferred compensation.
Finke: Is Cash Value Life Insurance Disappearing?
Close examination reveals complexity—and opportunity—in life insurance buying trends.
Insurance Issues Not So Simple for Women
Your female clients pay as much as 30% more for disability insurance than your male clients, and gender-specific pricing is nearly here for LTC coverage.
New Features Prompt Reassessment of Whole Life Insurance
Insurance carriers have taken steps to bring whole life products back to relevance in today’s competitive environment.
Exploring the New Generation of Term Life Insurance
Term life insurance is finally being brought up to speed, with carriers jumping to differentiate their products in a crowded market.
Selected Provisions of the American Taxpayer Relief Act of 2012
The experts of Tax Facts have produced this comprehensive analysis of selected provisions of the American Taxpayer Relief Act of 2012 (the Act) to provide the most up-to-date information to our subscribers. This supplement analyzes important changes to the tax code with emphasis on how these developments impact Tax Facts’ major areas of focus: Employee Benefits, Insurance, and Investments.
The income tax treatment of cafeteria plans is key to their popularity. Learn how to maximize the tax benefits of these “flexible benefit plans”.
Road to Independence Is Particularly Rocky for Minorities
Despite the hurdles minorities face in going independent, it should still be a goal for young planners.