- July 6, 2022
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- July 8, 2022
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This article appeared in the March 2021 Journal of Financial Service Professionals.
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 November 2020 Journal of Financial Service Professionals.
Financial Planning
Considering Life Insurance in a Qualified Plan: A Fiduciary Guide (Journal Article)
This article appeared in the November 2021 Journal of Financial Service Professionals.
Journal
Deductive Reasoning: Premium Deductibility Fundamentals within a Business Setting (Journal Article)
This article appeared in the July 2022 Journal of Financial Service Professionals.
Life Insurance & Annuities
This article appeared in the May 2019 Journal of Financial Service Professionals.
Financial Planning
Fee-Only Advisors and Insurance Agents – Perfect Together (goAudio)
Professional relationships between fee-only CFP®s and commission-based insurance producers offer mutually beneficial opportunities, added value that extends to their clients. A successful career in the insurance business can be very lucrative, but success often depends on the agent’s ability to develop “centers of influence,” people willing to personally refer clients to the agent. For fee-only [...]
Accounting & Tax Planning
Follow the Money: Using “Cash Flow” to Help Understand Gift Tax Concepts (Journal Article)
This article appeared in the March 2022 Journal of Financial Service Professionals.