3 Mark is one of my favorite offices to work with. There are a couple of reasons for this. First, the diversity of their distribution. They have agents, advisors, and other reps that can sell multiple products. This is great for us at Mutual of Omaha because of our diverse portfolio. It’s just working with the sales team to find the right distribution partners for or various business lines. Secondly, their commitment to pushing technology. The steps they have taken to increase their eApps and drop ticket is remarkable. Lastly, they are just a great team of people. They all welcome you with smiles when going into the office, just make you feel very welcome. Overall, market leading and a pleasure to work with!
The politics of repealing the estate tax
In the middle of April, while Americans were still stinging from having filed their income taxes the previous day, the House of Representatives voted to repeal the estate tax, which they like to call the death tax. Read more
In the Loop – May 27, 2015
In the Loop Newsletter – May 27, 2015: Webinar on May 27, Carrier News, Interest Rate updates and much more!
Leaving a legacy: How to leverage tax savings to make the most of your IRA
If you are someone who has been financially successful enough to secure more than sufficient assets for a comfortable retirement, you may have wondered how best to achieve the goal of maximizing the value of an IRA inheritance for your loved ones, while minimizing the burden of the taxes that come along with it. Read […]