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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Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Both shows are sponsored by Ash Brokerage. Steve is the #1 online author and videographer of insurance content. Steve has been cited on FO... More