Compliance Tool – “Not Tax Advice” Notice
IRS CIRCULAR 230 NOTICE: To the extent that this message or any attachment concerns tax matters, it is not intended or written... Learn More
FYI: Latest Data on Funeral Costs
When collecting information from your client regarding retirement planning, wealth transfer, and life insurance for premature death, final expenses are always a... Learn More
AIG IS ‘PAID UP’
In a letter to shareholders dated Dec. 5, 2012, Robert H. Benmosche, President and CEO of American International Group (AIG) announced that the... Learn More
Best Practices: Teaming Up
People seeking advice in our complex financial environment don’t expect any one advisor, agent, or planner to know it all. In fact, any... Learn More
THE ELECTION: LIFE INSURANCE LOOKING GOOD
The insurance industry could be positively affected by the latest election if Congress fails to act on the tax-cuts sunsetting on 12/31. At... Learn More