Estate and Financial Planning >>
Is inflation irrelevant in financial planning, Pt. 2
by Roccy DeFrancesco
Expert of Cash-Value Life Insurance
This article continues the discussion of financial planners who constantly talk about inflation as a key motivating factor when putting together a financial plan.
by Roccy DeFrancesco
Expert of Cash-Value Life Insurance
This article continues the discussion of financial planners who constantly talk about inflation as a key motivating factor when putting together a financial plan.
If One of Your Clients Loses a Loved One, Here are 25 Key Vital Statistics They Will Need
Blog by Christopher Hill
Blog by Christopher Hill
Estate Planning Tax Considerations >>
Using the tax return to easily have your prospects buy life insurance from you
by Michael Reese
We all want to sell more life insurance, but wouldn't it be a lot easier if your prospects had a burning desire to buy it? Of course it would be, and you can help create that desire through a simple tax return analysis.
by Michael Reese
We all want to sell more life insurance, but wouldn't it be a lot easier if your prospects had a burning desire to buy it? Of course it would be, and you can help create that desire through a simple tax return analysis.
Trust Services for Estate Planning >>
70% of Americans die without leaving behind a will: What an opportunity!
by Christopher Hill
Expert of Estate Planning End-of-Life Planning
Studies show that about 70 percent of Americans die without leaving behind a will. This means financial advisors have a world of opportunity.
by Christopher Hill
Expert of Estate Planning End-of-Life Planning
Studies show that about 70 percent of Americans die without leaving behind a will. This means financial advisors have a world of opportunity.
Learn how Health Producers can Thrive in the Age of Health Care Reform
Offer from Standard Life and Accident Insurance Company
Offer from Standard Life and Accident Insurance Company
Estate Planning with Life Insurance >>
To sell more life insurance, stop following the herd
by Lew Nason
Expert of Sales and Marketing Regulation
The herd mentality is obvious when it comes to the fashionable clothes we wear, the expensive cars we drive, the number of credit cards we use, the large homes we buy, and where and how we invest our money. Like clueless cows led to the slaughter, we simply follow what everyone else is doing. The result is that all of a sudden, we wake up one day to discover that we're in debt and broke.
by Lew Nason
Expert of Sales and Marketing Regulation
The herd mentality is obvious when it comes to the fashionable clothes we wear, the expensive cars we drive, the number of credit cards we use, the large homes we buy, and where and how we invest our money. Like clueless cows led to the slaughter, we simply follow what everyone else is doing. The result is that all of a sudden, we wake up one day to discover that we're in debt and broke.
EIUL policies: Which one has the potential for the highest rate of return?
Article by Roccy DeFrancesco
Article by Roccy DeFrancesco
Education in Estate Planning >>
The three "must address" questions for estate planning peace of mind
by Carl Rapp
Expert of Trust Services for Estate Planning
The largest transfer of wealth in our nation's history is upon us. Throughout the next two decades, more of your clients than ever before will serve as executors for their parent's estates. Like most of us, they either accepted the role without thinking about what it really means, or they won't know about it until their parents pass
by Carl Rapp
Expert of Trust Services for Estate Planning
The largest transfer of wealth in our nation's history is upon us. Throughout the next two decades, more of your clients than ever before will serve as executors for their parent's estates. Like most of us, they either accepted the role without thinking about what it really means, or they won't know about it until their parents pass
Estate Planning and Investing >>
Foreign bank account reporting: Now what?
by john dietz
The Internal Revenue Service recently offered amnesty for FBAR, something that has happened before.But, there are quite distinct differences between this amnesty and past amnesty offers.
by john dietz
The Internal Revenue Service recently offered amnesty for FBAR, something that has happened before.But, there are quite distinct differences between this amnesty and past amnesty offers.
