Life Insurance & Annuities
12/18/20 – Options for Changing Irrevocable Trusts (FSPgo Webinar)
- December 18, 2020
- 12:00 pm ET / 11:00 am CT / 10:00 am MT / 9:00 am PT
Health Insurance
12/21/20 – Long-Term Care Planning – A Critical Component of a Complete Plan (FSPgo Webinar)
- December 21, 2020
- 12:00 pm ET / 11:00 am CT / 10:00 am MT / 9:00 am PT
Life Insurance & Annuities
Annuities and Moral Hazard: Can Longevity Insurance Increase Longevity? (Journal Article)
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.
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 [...]
Life Insurance & Annuities
This article appeared in the March 2019 Journal of Financial Service Professionals.
Life Insurance & Annuities
This article appeared in the November 2020 Journal of Financial Service Professionals.
Life Insurance & Annuities
Dealing with the Insecurity of Social Security (Journal Article)
This article appeared in the November 2020 Journal of Financial Service Professionals.