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 March 2019 Journal of Financial Service Professionals.
This article appeared in the November 2020 Journal of Financial Service Professionals.
This article appeared in the November 2020 Journal of Financial Service Professionals.
Life Insurance & Annuities
This article appeared in the May 2019 Journal of Financial Service Professionals.
Life Insurance & Annuities
Do Annuities Improve Retirement Outcomes? (FSP Archived Webinar)
Program Overview Do annuities improve retirement outcomes? For years, that’s been the question. Join industry expert, Dr. Michael Finke, for a discussion on annuities and how they really impact your clients’ retirement – both emotionally and financially. Dr. Finke will provide data-driven perspectives to help build your practice, as he addresses these questions: Is the [...]
Life Insurance & Annuities
Ethics: Delivering on the Promise (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 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
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 [...]
This article appeared in the January 2020 Journal of Financial Service Professionals.
Journal
Guideline-Premium-Tested Universal Life Insurance Policy Decisions: Caveat Emptor (Journal Article)
This article appeared in the January 2019 Journal of Financial Service Professionals.
This article appeared in the January 2021 Journal of Financial Service Professionals.