Tech Tools to Help You Better Know, and Serve, Your Clients
With image recognition tech tools, some available now for free, advisors can truly know their clients far beyond the superficiality of risk questionnaires.
Tax Law Changes Affecting Your Clients
Congress extended some tax breaks and made others permanent; here are the ones that might benefit individual clients.
How to Stop Clients From Making Emotionally Driven Decisions
As advisors, we are all in the business of providing peace of mind to clients. Here’s what I’m telling clients now about the markets.
A Break for Small Business
Congress has passed a targeted tax cut that is modest in cost that could create a pop in corporate spending—maybe even yours.
Having It All? Combining Whole Life With Indexed Universal Life
Insurance carriers are adding an indexing feature via paid-up additions (PUAs) to their whole life insurance offerings.
Advisors: Update Your LLC Operating Agreement!
Advisors’ favorite business structure may be simple and flexible, but it needs to be updated regularly, for three big reasons.
Life Insurance Carriers Offer Premium Cuts for Individual Wellness Policies
Building on employer-sponsored wellness plans, these individual policies can also raise cash value of permanaent life policies.
Clinton's Shrewd Plan to Stop Inversions
Political campaigns are not generally known as ideal laboratories for devising sensible, innovative policies. Yet Hillary Clinton’s proposals to combat corporate inversions are just that.
14 Tax Changes in PATH Bill End Uncertainty for Many Planners
Law ends years of uncertainty on everything from charitable giving to small business incentives — and puts off new taxes as well.
States Can Impose an Estate Tax, Too
Many advisors and their clients focus solely upon the impact of federal estate taxes—to their potential detriment.