This article appeared in the July 2018 Journal of Financial Service Professionals.
Life Insurance & Annuities
Annuities: The Basics and Beyond (A.D. Banker Online Course)
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses available in your state.
Life Insurance & Annuities
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.
Life Insurance & Annuities
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.
This article appeared in the March 2021 Journal of Financial Service Professionals.
Financial Planning
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.
Financial Planning
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.
Life Insurance & Annuities
Avoiding the Tax Burden: Wealth Transfer Strategies for Annuities (FSP Archived Webinar)
Program Overview The presentation will focus on transferring the billions of dollars in tax-deferred assets to the next generation. We will explore the tax consequences under the new tax law in transferring both qualified and nonqualified assets. The audience will have useable, practical ideas to talk with clients about planning strategies that can reduce the [...]
This article appeared in the November 2021 Journal of Financial Service Professionals.
Journal
Client Considerations of Risk and Insurance…and a Suitable Response to Their Needs (Journal Article)
This article appeared in the July 2021 Journal of Financial Service Professionals.
This article appeared in the March 2019 Journal of Financial Service Professionals.
This article appeared in the November 2020 Journal of Financial Service Professionals.