Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Old Mutual Restricts Use Of Professional Titles
By Staff WriterOld Mutual Financial Network has responded to the recent controversy about professional designations by limiting the designations independent producers can use when selling Old Mutual ...
August 19, 2007
AALU's Cadin Tells LIMRA: Tax Reform Poses Greatest ThreatThe life insurance community continues to face legislative proposals on a host on issues--most notably tax reform--that if not countered by united industry action could ...
August 19, 2007
AALU's Cadin Tells LIMRA: Tax Reform Poses Greatest ThreatThe life insurance community continues to face legislative proposals on a host on issues--most notably tax reform--that if not countered by united industry action could ...
August 09, 2007
Choosing the Right Stop-Loss CarrierMedical stop-loss coverage has become increasingly popular with employers who self-fund employee health insurance. With so many providers in the market today, shopping for the ...
August 09, 2007
Choosing the Right Stop-Loss CarrierMedical stop-loss coverage has become increasingly popular with employers who self-fund employee health insurance. With so many providers in the market today, shopping for the ...
August 08, 2007
KMG CEO Discusses Talks With Possible SuitorsExecutives at the holding company that bought Kanawha Insurance Company in 2004 are engaged in "advanced negotiations" with parties that might want to acquire the ...
August 05, 2007
Five Mistakes Beginning Annuity Producers MakeBecause placing annuities is not just a transaction, the producer needs to know the how-to's. Here are 5 mistakes that new producers must avoid.1. Selling ...
August 05, 2007
Five Mistakes Beginning Annuity Producers MakeBecause placing annuities is not just a transaction, the producer needs to know the how-to's. Here are 5 mistakes that new producers must avoid.1. Selling ...