5 Commonly Overlooked Tax Planning Strategies
By Carleton EnglishHere are a few tips that will make the road to April 15 less painful and will potentially save your clients money.
March 04, 2014
Partnering: the key to simplifying BOLI sales & administrationTo effectively sell and support BOLI, its essential that carriers and brokers find and engage effective partners.
March 03, 2014
Using Pretax Dollars to Generate Guaranteed Lifetime IncomeFor some clients, investing a portion of a traditional 401(k) in a fixed indexed annuity with a guaranteed lifetime income rider offers flexibility and control.
March 03, 2014
Bad state Obamacare sitesSome states that lavished love on their exchanges have had problems, too.
March 03, 2014
Bad state Obamacare sitesSome states that lavished love on their exchanges have had problems, too.
March 03, 2014
Understanding the 3.8% Net Investment Income TaxHere are the rules and regs for this new tax, who it affects and how it works. The first of a two-part series.
March 03, 2014
On the Third Hand: OperationsMaybe the focus should shift away from quantity to execution.
March 03, 2014
On the Third Hand: OperationsMaybe the focus should shift away from quantity to execution.
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