Jeff Reed

Jeff Reed

San Diego, CA

Joined: May 07, 2012

Browse My Most Recent Articles

March 27, 2014
Rethinking the 'buy term and invest the difference’ strategy

March 3, 2014
Cross-purchase or stock redemption: What you don’t know can hurt your client

February 17, 2014
Did ATRA kill large life insurance sales?

October 25, 2013
The future of traditional LTCI premiums

September 30, 2013
Fixed, variable or participating loans — Which is best for your clients?

August 16, 2013
The importance of non-reportable income to Middle America

August 6, 2013
Three solutions for estate tax uncertainty

July 30, 2013
3 great alternatives for large lump sums

July 11, 2013
Top 5 ways Obama's 2014 budget plan will affect your clients

June 21, 2013
How to help your clients understand tax equivalent returns

May 21, 2013
Bridging the retirement gap with life insurance

May 8, 2013
The lump sum capacity problem

April 30, 2013
NLG contracts: What you don’t know can hurt you

April 10, 2013
The Treasury Index UL

March 29, 2013
The huge hole in chronic and critical care riders

March 20, 2013
Filial responsibility — Who’s left holding the bag?

January 29, 2013
A different kind of equity indexed sale

December 21, 2012
It's déjà vu all over again

December 3, 2012
A 1035 exchange opportunity many advisors don't know about

November 16, 2012
Solvency II — The only constant is change

November 2, 2012
Case design from the ground up

October 10, 2012
There is more to the estate tax than the Feds

October 3, 2012
Training the next generation of insurance agents: Who's on the hook?

September 24, 2012
How can advisors remain relevant in a shifting environment?

September 5, 2012
Estate taxes and foreign nationals: ignorance is no excuse

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