Posted by:
Jeff Reed on 2/21/2012
"Top Ten Lists," or in this case, top five. I came across a list of the "Five Biggest Estate Planning Mistakes" written by a CPA out of Florida. He makes some excellent points about the types of issues we face with our clients every day.
Posted by:
Kestler Financial Group on 2/21/2012
Inside this Issue:
- New Business and Service life & annuity forms now available on Laser App
- Pass It On! - These are great articles to share with clients - "The Pros & Cons of Hiring a Tax Pro" By Eva Rosenberg (MarketWatch)
- Weekly Economic Update
View the full email here.
Posted by:
Jeff Reed on 2/14/2012
We are all creatures of habit to some degree, and as positive as some habits can be (going to the gym regularly, for instance), using the same old strategy for every life insurance case may not be the best way to serve our clients. Though it may be the path of least resistance, that's usually where the problem starts.
Posted by:
Kestler Financial Group on 2/14/2012
Inside this Issue:
- Breaking News: Liberty Life is Now Athene Annuity
- South Carolina and Texas approve annuity changes
- NAIC Training Deadlines Approaching Annuity Producers
- American Equity Update to Agents in IL & MD
- Pass It On! - These are great articles to share with clients
- Weekly Economic Update
View the full email
here.
Posted by:
Jeff Reed on 2/7/2012
Yet another cryptic title today as we talk about one of the rather significant impacts of the unprecedented price change activity we are experiencing in the first quarter of 2012. So what is this mysterious cost buried beneath all of the other communication about price changes? The answer is the cost of waiting to convert a term contract. We all know that insurance increases in cost as we age, so what's the big deal?