This article appeared in the March 2020 Journal of Financial Service Professionals.
Accounting & Tax Planning
This article appeared in the September 2020 Journal of Financial Service Professionals.
Life Insurance & Annuities
Program Overview In an increasingly globalized world, it’s common to work with individuals and families who plan to relocate to another country. This presentation will help you understand the U.S. income, gift, and estate tax implications when life insurance policyholders cross borders. It will also explain ways in which life insurance can be particularly helpful [...]
Program Overview Advisors who work with business owners know the business is often their biggest asset and that it’s probably critical to their financial well-being. Business owner surveys have consistently shown that business protection is their highest priority. Learn what it means to protect the business, what risks advisors can take off the table for them, [...]