Plan Your Estate or the State will Plan it for You
D on’t wait until April to talk about taxes. Educate your clients ahead of time so they understand how a permanent life insurance policy can buil...
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D on’t wait until April to talk about taxes. Educate your clients ahead of time so they understand how a permanent life insurance policy can buil...
D ebt is an alarming trend around the globe. According to Fortunly.com, the global debt is now three times the size of the collective GDP...
64% of American adult employees are on their way to retiring broke. Forty-five percent of them are set to leave the workforce without any retirement savings.
If you're an independent agent or advisor, there is one piece of software you absolutely MUST check out. It can save you countless hours!
This research shows exactly WHY you need to include annuities in retirement planning and WHAT they can do for you. It's all about retirement ALPHA!
If taxation risk is a concern your client has, show them these three ways that a permanent life insurance policy can provide tax advantaged income.
As many of you may have heard, I took a shot at a “trial retirement” this summer. Well now it's time to get back on the road! Here's what I learned...
The market has been pretty volatile lately. Are YOUR clients locking in gains?
Here's a quick update on my trial retirement. Give it a quick read to learn the lessons I've been learning!
I first wrote about There is No Alternative (TINA) a few years ago. It's a major reason why the market just seems to keep moving up. But are there alternatives?
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