Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Obama vs. Romney: 6 Key Differences on Taxes, Regulation
By Dan BermanThe two candidates offer voters starkly different ideas on how to reform the tax and financial systems.
September 03, 2012
Class is in sessionIf done the right way with the right partner, you can have a successful client education event.
September 03, 2012
What did you enjoy most about a recent seminar?My neighbor where I live loves to go to seminars. She decides whether shes going to go based on where its being held, whether its a restaurant she likes or not.
August 31, 2012
The ABCs of Life Insurance: A–ELife insurance has more than its share of industry-specific jargon, and many of the terms frequently used by agents when talking about products and strategies can be very confusing to clients. This alphabetical-themed series of slideshows is here to help.
August 30, 2012
The ABCs of Life Insurance: A–ELife insurance has more than its share of industry-specific jargon, and many of the terms frequently used by agents when talking about products and strategies can be very confusing to clients. This alphabetical-themed series of slideshows is here to help.
August 30, 2012
As Window Closes, 4 Key Points on Wealth TransfersBecause of the time required to design and implement a wealth transfer strategy, dont let clients wait until the last minute.
August 29, 2012
5 Ways to Build Trust and Rapport QuicklyIf you're working hard, but aren't consistently generating enough sales, chances are it's a matter of trust.
August 29, 2012
5 Ways to Build Trust and Rapport QuicklyIf you're working hard, but aren't consistently generating enough sales, chances are it's a matter of trust.