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!
6 top tax changes for 2015
The real changes to the tax code for 2015 are mostly incremental and were set by Congress as indexing to inflation. Even past nightmares like annual political wrangling over the Alternative Minimum Tax have at least been stabilized. Click here to read more
The actuaries: Longer client life spans require big shift from advisors
Advisors who write financial plans for clients, and those who work with clients on their financial plans, take an individual’s life expectancy into account. Click here to read more.
IUL: the “next best thing” to a retirement income supplement?
With the stock market’s continued ups and downs, and interest rates still sitting at near historical lows, there are many clients who are likely left wondering how they may be able to supplement their retirement income sources. Click here to read more