Using Qualified Plan Dollars to Buy Life Insurance
For your small-business-owner client, this strategy can ease the transition of the business upon the owner’s exit. Watch the details, however, especially on taxation.
Reversionary Annuities Gain Traction Among Insurance Carriers
This life insurance alternative may provide a more affordable option than a traditional annuity, since the premium is paid over time.
Investing in Collectible Cars for Pleasure and Profit
Auction prices for rare automobiles have skyrocketed into the millions of dollars, but special cars need special treatment—and insurance coverage.
Minimizing the 3.8% Medicare Tax From Retirement Account Distributions
Advisors can prove their worth in helping clients minimize the impact of the new 3.8% net investment income tax that can come from retirement accounts.
How Advisors Use Liquid Alts: The Business Continuity Issue
Advisors use liquid alternative investments for several reasons, like to reduce portfolio volatility. One of the overlooked reasons involves the health of their own firms.
Luxury Car Insurance: High-End Tech Demands High-End Coverage
Your clients’ luxury automobiles contain very expensive technology, and standard automobile policies aren't the answer.
I Was a 401(k) Robo-Advisor and Didn’t Know It
There are straightforward ways to work with new and existing clients — and technology — to boost your business.
4 Loss-Prevention Steps for HNW Clients’ Tangible Assets
Helping HNW clients to protect their art, jewelry, wine and other valuables from risks of physical damage, theft and the ravages of time.
Hybrid Life Insurance Gets Second Wind as Health Care Coverage Vehicle
Understanding the difference between linked and built-in living benefits can help ensure that clients have the tools to bridge their health care coverage gaps.
A Fresh Look at Portfolio Construction: A Clear, Practical and Repeatable Methodology
To build successful investment strategies and compete for capital, advisors must demonstrate a clear, rational method for developing and implementing investment plans.