It’s a brand new year, and with it comes the opportunity to start fresh and become just a little bit better than we were in 2021. And a top resolution that people often make come January 1 is to make more money. Indeed, according to research from Statista, 44% of respondents said they aimed to…
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Help your clients understand the basics of retirement planning with these two tips.
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What’s causing inflation? As you might suspect, it’s a product of many different factors and warrants the need to protect yourself and increase your financial flexibility.
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Premium Financing can be a powerful tool for clients to fund their needed life insurance coverage. Because premium financing is a very flexible planning technique, it can work very successfully for clients over a wide range of economic conditions.
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The following are several time-tested strategies that can help you pinpoint prospects that stand to benefit from leveraged planning and the power of putting borrowed funds to work.
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We know you likely have a lot of questions about premium finance for life insurance. This should give you some answers.
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The COVID-19 pandemic has had a nasty impact on millennials’ retirement plans, but there are ways you can help.
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Why isn’t joint tenancy a beneficial estate planning decision?
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The new presidential administration is making big changes when it comes to taxing the wealthy, and the wealth transfer tax proposals have serious implications for grantor retained annuity trusts (GRATs).
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Preparing for the passing of key person is important for any business or enterprise.
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