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
Trust: Don’t Leave Home Without It
By Joanne BlackFollow these five principles to build trust in your clients and prospects.
January 02, 2012
Five Ideas for Guaranteed Returns in 2012: AnalysisBefore we embark on 2012s market roller coaster, lets consider a few investments with guaranteed results for a change.
December 31, 2011
Do you know how your advisor is compensated?I think its by commissionIm sure it is. I vaguely recall him disclosing that information to us in writing when we made our first sale with him.
December 29, 2011
An Unlikely Marriage: The New Term ULIf your clients would benefit from a low-cost, term-like product with permanent features, take a look at Term Universal Life.
December 26, 2011
The Debt Retirees Owe to FibonacciYou might have heard of Leonardo Pisano filius (family, in Latin) Bonacci, a.k.a. Fibonacci (1170-1250), probably the most famous mathematician of the Middle Ages.
December 26, 2011
The Power of WordsWRITER DOROTHY PARKER cracked that the two most beautiful words in the English language were check enclosed. The three most beautiful words for winning financial advisory clients are I get it!
December 20, 2011
IRS Greenlights ILIT Replacement PoliciesThe IRS has held that a grantors power to substitute a policy in an ILIT for another policy of equal value will not result in estate inclusion
December 19, 2011
Life Insurance Isn’t Just for the YoungThree reasons why retirees and pre-retirees need life insurance just as much, if not more, than young people.