Browse My Most Recent Articles

May 6, 2013
Truth in taxation: Taxing an illusion

August 23, 2012
How insurance professionals can help charities and their donors

August 10, 2012
Use Obamacare tax increases to sell life insurance and annuities before year end, Pt. 2

July 27, 2012
Use Obamacare tax increases to sell life insurance and annuities before year end, Pt. 1

July 2, 2012
How can small business owners selectively provide retirement benefits to key employees?

June 19, 2012
Cheap postage provides a new direct mail opportunity

June 8, 2012
The Neasham case: What are some of the broader implications?

May 8, 2012
Are the tax attributes of capital assets really more attractive than those of annuities?

April 24, 2012
Finding money to pay for life insurance and providing two tax advantages

April 3, 2012
What can life insurance agents do to help charities?

March 20, 2012
How can line 20(b) help you sell more annuities?

February 28, 2012
Succession planning for businesses

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