How managing investment taxation can improve your client relationships

By Steve Savant

Ash Brokerage Corporation


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.