Jeff Reed

Jeff Reed

San Diego, CA

Joined: May 07, 2012

Browse My Most Recent Articles

August 13, 2014
Is MoneyGuard II still the industry leader?

July 22, 2014
Decumulation and selling into a loss

July 8, 2014
Living and dying with dignity: The right combination of life, LTC and critical illness

June 6, 2014
Overlooked life insurance opportunities in your state

May 15, 2014
From joint to single filer: Unintended tax consequences for surviving spouses

April 23, 2014
How a MEC can be your client’s Swiss army knife

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

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

August 16, 2012
Estate tax repeal?

August 6, 2012
What's wrong with the illustration of income coming out of IUL contracts?

July 25, 2012
Dealing with increased carrier requirements: An ounce of prevention

July 16, 2012
The death of the life insurance specialist: What will it mean for the industry?

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