Ten’s a crowd in the doctor’s office
By Kathryn MayerGroup appointments are becoming more popular than ever. But it's a frightening trend.
August 15, 2013
Are Financial Planners Failing to Set Themselves Apart?While many advisors may not realize it yet, the mantra of providing personal, customized financial planning by an experienced CFP is no longer a differentiator...
August 15, 2013
Income riders and parachutes: 3 key questionsAdvisors must explain to clients considering an income rider on a fixed annuity what the cost and benefits are.
August 15, 2013
Income riders and parachutes: 3 key questionsAdvisors must explain to clients considering an income rider on a fixed annuity what the cost and benefits are.
August 15, 2013
2 reasons to review your clients' ILITs nowHigher premiums and new estate tax laws may have changed your clients' irrevocable life insurance trust needs.
August 15, 2013
2 reasons to review your clients' ILITs nowHigher premiums and new estate tax laws may have changed your clients' irrevocable life insurance trust needs.
August 15, 2013
The value of cash value life insuranceIf your clients like what you are recommending now, they will adore it in the future.
August 15, 2013
Can clients 1035 an inherited annuity?The IRS ruled that a beneficiary could exchange inherited annuities for another, indicating an expansion of the rules governing Section 1035 exchanges.
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