2017 Consumer Guide to Retirement Taxes
It provides answers to questions regarding the most common tax deductions available during retirement, including how to take tax efficient withdrawals from a retirement...
How to get in front of local business owners
Due to changes in the tax and pension laws in 2014, there is a retirement plan available that can save business owners hundreds of thousands of dollars over the next 10-15...
[Exclusive Report] Are You Ready to Leverage the Policies of the New Administration to Grow Your Sales?
5 Ways to Win Big Under the Trump Admiration
On January 20, 2017, Donald J. Trump became the 45th President of the United States of America. With this new administration,...
Your 2017 guide to a secure financial future
Ed Slott’s powerful educational guide for both consumers and financial advisors demonstrates the step-by-step strategies needed to build and protect a family fortune....
Check Out These Winning Statistics That Will Help You Close Millions in FIAs
More than a third of the nation’s largest RIAs lost AUM in the past year. In 2013 it was projected that RIAs would face a season of slower growth and decumulation,...
2017 Tax Reference Guide for Annuity Advisors
Tax deadline is April 18, 2017. Make sure to leverage the tax rate information to help create and design plans that are in your clients best interest.
Educate your clients...