Category Archives: Bersonal Posts

Many of our reps are working in the business market. There is a lot of opportunity there with the ever-changing tax environment and the evolving pension industry. If you are working with Business Owners then you know the key to … Continue reading →

From the Court: “The Court, in this decision, holds same-sex couples may exercise the fundamental right to marry in all States. It follows that the Court must also hold- and it does now hold- that there is no lawful reason … Continue reading →

Groundbreaking Social Security reform contained in budget legislation approved at breathtaking speed this week by Congress has financial advisers scrambling to rethink many of their clients’ retirement plans. The measure, passed by the Senate early Friday morning after being approved … Continue reading →

Surprisingly, the IRS’ attempt to “reform” travel and entertainment practices has left the door wide open to many tax shelters. But so much confusion exists over this whole situation that now many of my colleagues pass up on big tax … Continue reading →

As a member of Insurance Designers of America- I thought it would be good to hear from our Executive Director, Dick Schuettner, as he lobbies NAILBA on our behalf. To thought leaders and select distributors of the Life Insurance Industry: … Continue reading →

“Throw Back Thursday” is a tradition of sorts for all of you who Facebook, tweet and Instagram. For my blog- it is an opportunity to republish some great articles from the early days of our blog- when the only followers were my mom … Continue reading →

We are pleased to announce that we are now working with one of the premier appointment setting resources in the industry. Unlike any other service, The Appointment Lab delivers and will help you grow your business. The President of The … Continue reading →

This is a post from my friend and colleague Andrew Unkefer. He has been a mover and shaker in the annuity world for a long time and is the genius behind the SUPER AGENT TOOLS that we promote. If you … Continue reading →

If you are like me, and you travel for business, then it is important to maximize your time on the road. Most business travelers will view their trip as successful if they meet the following three factors: More meetings- A … Continue reading →

In our business we have several concepts that utilize Family Limited Partnership’s (FLP’s) as part of an overall tax reduction strategy. The IRS often examines FLP’s to ensure that they are not merely tax avoidance schemes. But that doesn’t mean you should … Continue reading →