Advisors, Use This Wealth Transfer Strategy While You Can
By Gavin MorrisseyThe Obama administrations signals on whats ahead for taxes in 2013 suggests that wealth managers should take advantage of GRATs now for those clients who need an efficient wealth transfer strategy.
June 15, 2012
Drive Referrals With Co-Branded WebsitesSpruce up an outdated website by working with your strategic partners.
June 15, 2012
Short-Term Care Policies: Who’s Got 'Em?Tired of trying to find STC policies by searching for terms that produce hits for short-term health insurance? Here's a table for you.
June 15, 2012
Short-Term Care Policies: Who’s Got 'Em?Tired of trying to find STC policies by searching for terms that produce hits for short-term health insurance? Here's a table for you.
June 15, 2012
The Value of (Party) PlanningHosting a party for your retiring clients may just be the best marketing dollars you'll ever spend.
June 15, 2012
Want to Get Away?Currencies are literally flying off the printing presses and it doesnt take a Mensan to figure out that when the supply of something is unlimited, its value soon diminishes.
June 15, 2012
On the Third Hand: Paying the DoctorHow do you give doctors and hospitals an incentive to be both efficient and effective?
June 15, 2012
LTCI Watch: 1in7 Got CoverageToo few people who need long-term care have protection against the bills, but the number may be bigger than we generally think.
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