Category Archives: Bersonal Posts

 “The reward is within your reach!” “Most of our Synergy Partners have come to us as referrals.” For 2013, ISN and our Synergy Systems program is offering a referral reward to anyone who helps us connect and create a new … Continue reading →

After watching the inauguration yesterday I felt inspired. Not necessarily by the President but by the event itself. The majesty of the moment. The music of America. James Taylor. Kelly Clarkson. Beyonce. Each moment gave me more enthusiasm for the coming … Continue reading →

So first we survived Dec 21 and the Mayan’s prophecy of our impending doom. Then, in a last minute compromise, Congress signed in to law the American Taxpayer Relief Act of 2012. I received this timely update from our friend Ed Slott. … Continue reading →

I hope everyone had a great holiday season. I sure did…lots of family, football and food. The three most important F’s I know of. As I was wading through the hundreds of emails on my first day back, I came … Continue reading →

First – A heartfelt thanks to all of our reps and associates who made 2012 a record year for ISN. We appreciate all of the efforts you make and we will re-commit to you that our service will continue to … Continue reading →

SHOULD YOU CONVERT YOUR IRA TO A ROTH ? I received a random call about the new opportunity to convert a traditional IRA to a Roth IRA.  The person said “I am going to convert my IRA to a Roth before … Continue reading →

As 2012 comes down the home stretch, many strategists are focussing on the tremendous tax planning opportunity provided by the 2012 Lifetime Gift Tax exemption amount of $5.12MM. Every where you look you see articles and information that call this … Continue reading →

Actuarial Guideline 38 is the talk of the insurance world. At first glance you might cringe when you hear the words AG 38. We have all heard the joke that says the reason actuaries become actuaries is because “they don’t … Continue reading →

Like most of you I watched in wonder last night as the Electoral College voted in our President for a second term. I am always facinated how an idea hatched over two centuries ago (the Electoral College) seems so archaic … Continue reading →

We just finished up hosting a 2 day training session that featured Don Blanton and the Private reserve Strategy. If you are not familiar with Don, or Circle of Wealth, or the Private Reserve Strategy, then I encourage you to … Continue reading →