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 least, that’s the opinion of  Toronto-based BMO Financial Group in a conference call this week,  exploring the financial implications of the political events... Learn More

Fact:  Life Insurance is the only financial vehicle that provides an income tax free lump sum of money upon the triggering event of the contract, i. e. the death of the insured.  (There are a few situations in which that is not the... Learn More

You are a financial “doctor” of sorts.   As such, you need information in order to “prescribe” the proper “medication” for your client – or to intelligently tell him or her that they’re fine and to make a date to get together next... Learn More