Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Five Secrets to Marketing to CPAs and Lawyers
By Jonathan A. MintzMost financial advisors have experienced a CPA or lawyer acting as a "deal killer," one who tells the client not to implement the financial advisor's ...
September 02, 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 ...
September 01, 2007
After the Estate Plan . . .Don't you love it when a client follows your recommendations to the letter? Consider, for instance, the following common scenario: Taking your sage advice to heart,...
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 ...