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Tag:

tax planning

    Product R + D

    Turn Stagnant Assets into Tax-Advantaged Care Planning Solutions

    by Alecia Barnette July 12, 2021
    written by Alecia Barnette

    Updated on September 21, 2023, at 12:21 PM

    At the beginning of 2021, I went on a trip to Sedona, Arizona. Like everyone else, 2020 was a challenging year for me. In fact, it was one of the toughest years I’ve experienced in my lifetime. I lost my father, I was isolated from the rest of the world just like you, and I saw businesses struggle, specifically in care planning.

    But with my trip came a new perspective. With the bad, sometimes comes the good. Sometimes in life, you can’t wait for things to happen. You must go and get them. Going forward, it’s all about regrouping, recouping, and reengaging.

    Continue Reading
    July 12, 2021
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  • Product R + D

    Why Now’s the Time to Re-Engage the Life Insurance Conversation

    by Dave Henry June 17, 2021
    by Dave Henry June 17, 2021

    Edited August 7, 2024, at 11:47 AM More change has happened in the life insurance industry over the last 12 months than maybe ever before. The life insurance industry has long been …

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  • Business Development

    Help Clients Avoid These 10 Common Tax Filing Errors

    by James Nguyen February 19, 2020
    by James Nguyen February 19, 2020

    Updated June 10, 2025, at 3:16 PM With each passing tax season, there are always tax filing errors that your clients can avoid. As a financial professional, you’re entrusted with managing their …

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