3 trust-building strategies every advisor should use
By Ryan ParkerGenuineness, humor and honesty are among the most valuable virtues in the sales and consulting toolbox.
January 22, 2013
HHS, genetic information and LTCIThe feds might allow applicants one-sided access to test results. An LTCI specialist responds.
January 22, 2013
HHS, genetic information and LTCIThe feds might allow applicants one-sided access to test results. An LTCI specialist responds.
January 22, 2013
To Save Clients a Tax Audit, Consider $249.99 Charitable GiftsAs you and your clients prepare for tax season, you might want to discuss this charitable giving strategy with your clients.
January 21, 2013
A Time-Limited Benefit of Fiscal Cliff Act: Tax-Free IRA Charitable RolloversWhile the fiscal cliff law marked the beginning of a new era of higher taxes for many taxpayers, it also revived a way to reduce taxable income: tax-free treatment of charitable contributions from IRA accounts.
January 21, 2013
LTCI Watch: Amour (with spoilers!)The accidental theme may be that the middle-aged daughter had better buy private LTCI.
January 21, 2013
Who’s afraid of the big bad annuity?Maybe its time to show consumers how an annuity actually works.
January 21, 2013
Who’s afraid of the big bad annuity?Maybe its time to show consumers how an annuity actually works.
Commentary