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!
IRS Unleashes Global FATCA Data Exchange, Offshore Transparency Everywhere
Some of the folks down at the IRS may have been ‘confused‘ about how to apply the tax exempt organization rules, especially those rogue employees in Cincinnati. But the IRS isn’t confused at all about the power of FATCA, the Foreign Account Tax Compliance Act. Click here to read more
Business succession planning: Look to life insurance
If you’re looking to expand your client base and the range of services you provide, there may be no time better than now to educate your customers and prospects on the use of life insurance in business succession planning. Click here to read more
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