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Retirement »

William Byrnes
Trump tax reform may prompt changes in clients' 401(k) strategies
Article posted by William H. Byrnes, Esq.
This new [Trump] era is expected to bring about substantially reduced income tax rates. While this reduction in income tax rates will likely come as a welcome change, it also adds a new layer of complexity to retirement income planning.

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Health »

Nick Thornton
Brokers’ new tool to get benefits to small businesses
Article posted by Nick Thornton
Benefits brokers who want to address the needs of small-business owners have a new option, courtesy of the Small Business Healthcare Relief Act.

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Annuities »

Allison Bell
DOL posts indexed annuity fiduciary rule exemption draft
Article posted by Allison Bell
he U.S. Department of Labor wants to let indexed annuity distributors act as financial institutions under its new fiduciary rule.

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My Practice »

Nick Thornton
Bill to delay fiduciary rule not expected to get immediate attention
Article posted by Nick Thornton
Industry stakeholders would be wise to temper hopes that introduced legislation to delay implementation of the Labor Department’s fiduciary rule will be addressed quickly, according to one veteran industry advocate.

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Life »

Brian Leising
Senior clientele? Six tips to open more life insurance sales
Article posted by Brian Leising
Unfortunately many advisors make only one product sale per household and  never ask their clients about other potential life insurance planning needs. If you were able to uncover the need for one insurance product, why couldn’t you uncover another?

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