How managing investment taxation can improve your client relationships Blog added by Steve Savant on April 14, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

My Company

The discussion among advisors on funds is generally relegated to fund expense loads and the statement of additional information fees. But there is a growing conversation among advisors over the taxation of open-ended mutual funds versus ETFs and static allocation models.

Acquiring a basic understanding of these tax issues can set the backdrop for presenting tax-advantaged insurance products. Nationally recognized product taxation expert Ken Davis, CLU, ChFC, CFP, CPA is interviewed in this video blog.

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