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    income planning vs selling an income-producing product
    Product R + D

    Income Planning vs. Selling an Income-Producing Product

    by Hamilton Morales May 29, 2019
    written by Hamilton Morales

    Income Planning for Clients

    Check out the short one-pager below to see why income planning is more important for your clients than simply selling them income-producing products.

    Often times, it’s tempting to take the easy route rather than create an income plan that’s tailored to a clients’ needs.

    Here’s why that easy way out can put your client in a worse financial situation.

    Continue Reading
    May 29, 2019
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  • Product R + DUncategorized

    Credit vs. Cost: Understanding IUL in the Aftermath of AG49

    by Scott Hall May 22, 2019
    by Scott Hall May 22, 2019

    Going into effect late in 2015, Actuarial Guideline XLIX (AG49) was supposed to level the playing field for indexed universal life (IUL). This piece of regulation prohibited carriers from showing outrageously high …

    8 FacebookTwitterPinterestEmail
  • Product R + D

    Tax Breaks for Charitable Giving Have Disappeared [How You Can You Help]

    by Chris Vance May 9, 2019
    by Chris Vance May 9, 2019

    Tax breaks for charitable giving are disappearing. But are they really? With the 2018 tax season now behind us, and many of your clients have found their annual charitable gifts got a …

    15 FacebookTwitterPinterestEmail
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