Many clients purchase Deferred Annuities to supplement retirement income, only to find later that th...
The countdown is on for high-net-worth (HNW) clients: the lifetime estate tax exemption is set to be...
Are you working with affluent clients who are at or near retirement age? If so, you may encounter cl...
Did you know over 43 million households invest in Individual Retirement Accounts (IRAs)? Among them,...
Many Americans dream of retiring at age 65, expecting to have built sufficient assets to sustain the...
For insurance producers, Controlled Executive Bonus Plans (CEBPs), also known as Section 162 Plans o...
States with Estate and Inheritance Taxes Estate and inheritance taxes can significantly impact wealt...
Using Life Insurance as an Estate Planning Tool
The London Bach Choir has a storied history, starting in 1876 with its performance of Bach’s B Minor...
As a financial advisor, finding innovative solutions to meet your clients' retirement needs is cruci...