Posted by:
Jeff Reed on 2/28/2012
While there may not be wild animals stalking us in this business, there are a number of niches that we need to keep an eye on to do the best for our clients. Sometimes the complexity of those niches makes us say, "oh my!"... or perhaps something a bit stronger. The business market is, or can be, one of those niches. Staying on top of the various types of business entities, the planning opportunities they represent and which may be the right fit is a daunting task if you try and go it alone.
Posted by:
Kestler Financial Group on 2/28/2012
Inside this Issue:
- Feature: The most Innovative income rider in the industry just got Better.
- BalancedAllocationAnnuity®- customizable flyer now available
- Don't Miss our Webinar on February 29th for the new BAA Rider!
- President Obama's Proposed 2013 Budget - Who will it hurt/help most?
- American Equity Memo: Retirement Gold Sales suspended in Oregon
- Pass It On! - These are great articles to share with clients - "Seniors Speak Out on Their Greatest Fear" & "Stretch IRA Provision Removed from Highway Bill"
- Weekly Economic Update
View the full email here.
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.