With several proposed legislative changes to the current tax laws, most everyone agrees there are some significant changes on the horizon. The Made in America Tax Plan, the For the 99.5% Act, and the tax changes proposed during the election by the Biden Administration make for an environment of uncertainty, especially for high-net-worth individuals.
Life Insurance Policy review
Each September, the financial services industry takes a closer look at life insurance to bring awareness to the various products, carriers, tips, and tools that help you enhance client relationships, provide better…
Business DevelopmentProduct R + D
When clients buy a life insurance policy, many view it as a set-it-and-forget-it product that’ll be there when they need it. And while that lends some truth in certain situations, it’s also…