Blog

Contingency Planning

Posted by: Jeff Reed on 5/31/2011 | 0 Comments
Post by Jeff Reed, Kestler Financial Group Director of Life Insurance Sales

The Estate Tax legislation at the end of 2010 provided our clients yet another reason to take a wait and see approach to estate tax planning. Once again we are caught knowing that the conservative approach is to take action now if an insurance purchase is part of the plan, yet facing a client that may believe that there will ultimately be no estate tax.
Categories: Life/LTC

Kestler Connection - 5/31/2011

Posted by: Kestler Financial Group on 5/31/2011 | 0 Comments
Inside this Issue:

  • ANICO June Interest Rates
  • 2011 Centaurus Wealth Management Event Calendar
View the full email here.
Categories: Kestler Connection

Financial Plan Threat Assessment

Posted by: Jeff Reed on 5/24/2011 | 0 Comments
Post by Jeff Reed, Kestler Financial Group Director of Life Insurance Sales

The life insurance products we spend so much time discussing each week make one rather significant assumption: we assume the client has the cash flow to continue to pay the premiums each year. What we may not have done is make sure that we protect the source of funds – the client’s income.
Categories: Life/LTC

Kestler Connection - 5/24/2011

Posted by: Kestler Financial Group on 5/24/2011 | 0 Comments
Inside this Issue:

  • Kestler Employee Honored as Foster Parent of the Year
  • Aviva's Lifetime Solutions Annuity - Available NOW!
  • Aviva Commission Bonus Payments Generated on May 18
  • Commission Bonus on Aviva's AIL Line of Annuities
  • Navigating KestlerFinancial.com's Producer-Only Tools
  • Target More Affluent Clients With These Simple Steps
  • Attend Aviva's Business Development Program
  • 2011 Centaurus Wealth Management Event Calendar
View the full email here.
Categories: Kestler Connection

Letting the Fox in the Hen House

Posted by: Jeff Reed on 5/17/2011 | 0 Comments
Post by Jeff Reed, Kestler Financial Group Director of Life Insurance Sales

I was perusing the list of available free Kindle Books on the Kindle store this week, and what should I find but a publication from the United States Senate Permanent Subcommittee on Investigations titled Wall Street and the Financial Crisis: Anatomy of a Financial Collapse. As is my habit, I loaded it on my iPad for future reading. While I have not read the entire report at this point, I have made it through the executive summary, and there is an entire section dedicated to the role of Moody’s and S&P in the recent recession.
Categories: Life/LTC
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