Retirement >>

Jared Trexler
The great estate tax debate: Should it stay or go?
Article posted by Ed Slott
Despite both its longstanding inclusion as part of the tax code and the fact that it impacts less than two in every 1,000 Americans, the estate tax is often at the center of policy debates in Washington. If — and it’s a big if — the President offers some type of compromise in which the estate tax is repealed in exchange for the elimination of the step-up in basis, those who have so ardently rallied against the estate tax for years should overwhelmingly support such a measure.

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My Practice >>

National Underwriter
2015's 50 best ways to generate leads: 21-30
Article posted by LifeHealthPro
Networking groups, free lunches and the federal government make their way onto the lead generation list for today.

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Health >>

Dan McGrath
The invincibility mindset vs. the need for LTCI
Article posted by Dan McGrath
one thing is a fact of life — health happens. And when health happens, it does not care about our own personal goals and desires.

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Annuities >>

John L. Olsen, CLU, ChFC, AEP
In search of suitability
Article posted by John Olsen
Every advisor who sells financial products must wrestle every day with the concept of suitability. We may be (and should be) held accountable for demonstrating that the sales we make are appropriate and that they meet the needs of our clients. But how do we do that?

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Life >>

Julius Giarmarco
Family businesses weak in succession planning
Article posted by Julius Giarmarco
A succession plan is of no use if it exists only in the business owner’s mind. The plan needs to be formalized in writing and communicated with family members, key employees, customers and suppliers.

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