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Newsletter December 20, 2017

December 20, 2017   Click here for Year-End Dates and Deadlines from our carriers.   INDUSTRY ARTICLES     ·         4 Key Buy-Sell Agreement Basics Businesses will be better clients if you help keep them in business. Read more.   NEWS FROM...

Newsletter December 13, 2017

December 13, 2017 Click here for Year-End Dates and Deadlines from our carriers.   INDUSTRY ARTICLES     ·         5 Things an Asset-Based LTC Veteran Sees Today Pat Foley sees different types of solutions appealing to different types of financial...

Newsletter December 6, 2017

December 6, 2017   Click here for Year-End Dates and Deadlines from our carriers.   INDUSTRY ARTICLES     When the IRS Wants Your Life Insurance Policy The government can establish a lien against a policy. It can also foreclose. Read more.  ...

Newsletter November 29, 2017

November 29, 2017 INDUSTRY ARTICLES     Speaker Calls for More Use of Permanent Life in Buy-Sell Arrangements Joe Ross contends that using permanent life is to using term life what using an iPhone is to using a flip phone. Read more. 5 Ways Independent Life...

Newsletter November 22, 2017

 November 22, 2017 INDUSTRY ARTICLES     4 Common Questions About End-of-Year Charitable Giving Strategies Congress could change the rules soon, but, for now, these are the rules. Read more. Alzheimer’s Awareness Includes Long-Term Care Awareness...