Tax Considerations – Individual Disability Premiums Information Overview Only When someone purchases individual disability...
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Section 162 Executive Bonus Plans Information Only Overview
Section 162 Executive Bonus Plans Information Only Overview What is a 162 Executive Bonus Plan? A 162 Executive Bonus plan allows a...
Anti-Money Laundering Training – How and Why?
Anti-Money Laundering Training – How and Why? What is AML training? 00:58Money laundering is the process by which criminals disguise the...
Life after marriage – Post wedding financial strategies
The months after a wedding can be an exciting and euphoric time. But they can also feel strangely unstructured after the whirlwind of activity that preceded them. It’s not uncommon for newlyweds to find themselves wondering, “Now what?” As newlyweds go through the...
Whole Life Insurance Can Bolster A Retirement Portfolio. Here’s How to Use It.
The 401(k) revolution has turned millions of American workers into their own pension plan managers. Now, as a growing number of these workers retire, they must convert their investment portfolios into regular income. It isn’t easy. Retirees can’t depend upon bonds for...
Affordable Care Act
AFFORDABLE CARE ACT Frequently Asked Questions How do I buy Health Insurance? For some, buying health insurance can be a confusing and overwhelming process. First, you have to find a health insurance plan within your budget. Then you have to contact the company or...
A Stronger Focus at Both Ends of the Age Spectrum
A Stronger Focus at Both Ends of the Age Spectrum Baby Boomer and Millennials Insurance Markets Millennials outnumber Baby Boomers in the United States by almost eight million and represent more than a quarter of the American population. Our greatest sources of...
Surplus Lines vs Regular Insurance Carriers
Surplus Lines Insurance VS Regular Insurance Carriers As a fiduciary for clients and potential clients, insurance agents need to know the difference between these types of carriers. Regular insurance carriers, which are admitted state carriers, will follow state...
What Type of Life Insurance Is Appropriate
When it comes to Life Insurance, there are quite a few factors that come into play before deciding what is right for a family. One of the most basic questions is “What type of life insurance should I get?” That seems like it may be an easy question to answer, but in...