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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
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.