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You are here: Home / Archives for Financial / Income Planning

Reduce Client Taxes and Establish Foundation for Growth

February 14, 2019 By William Upson, CLU, ChFC Leave a Comment

Reducing Client Taxes and

Assisting clients with income or estate tax reduction may seem like a small task in comparison to the vast amount of financial planning work advisors do yearly. However, if you can help your client find extra and unexpected funds in their tax returns, you can use those funds to set the client’s foundation for a lifetime of long-term success. Tax reduction techniques New tax reform laws in 2018 created significant tax liabilities to many consumer’s income and estate taxes. Most individual … [Read more...]

Filed Under: Bottom #1, Estate Planning, Featured Story, Financial, Financial Planning, Income Planning, Publishers Picks Tagged With: Financial Planning, Retirement, Retirement Planning, Taxes

Tax Strategies to Ease Client Retirement Preparation

December 6, 2018 By Aurora Tancock, CFP, FLMI, MDRT Leave a Comment

The Importance of Following Up

Taxes play an important role at every stage of life and are a crucial aspect of financial plans for advisors to discuss with clients. Clients should regularly monitor how taxes will affect assets over the course of their financial plans and prepare for multiple outcomes. Advisors can help clients take steps earlier in life to mitigate their tax obligations and maximize savings for retirement. Clients can build flexibility into their plans and may choose in some situations to pay taxes during … [Read more...]

Filed Under: Annuities, Estate Planning, Featured Slider, Financial, Financial Planning, Income Planning, Life Tagged With: Financial, Retirement, tax, Taxes

Annual Reviews are Due

November 13, 2018 By Christopher P. Hill Leave a Comment

As financial professionals, our job is to constantly seek new and improved ways to strengthen our client’s financial future. Nothing could be more fitting and fruitful for us to accomplish such an all-important task as annual reviews. Before we contact our clients to schedule an annual review, there are a few key principles to keep in mind. The primary goal and purpose of our annual review is to identify areas where we can make significant improvements together. In doing so, our annual review … [Read more...]

Filed Under: Estate Planning, Featured Slider, Financial, Financial Planning, Income Planning, Publishers Picks Tagged With: Estate Planning, Financial Planning

Exploring Alternatives to Traditional LTCi

October 12, 2018 By Roxanne Anderson Leave a Comment

Sometimes you have to be creative. If a client wants long-term care coverage but doesn’t like the “use-it-or-lose-it” nature of traditional LTCi, try offering them agreeable, non-traditional forms of LTCi protection! According to LongTermCare.gov, “Someone turning age 65 today has almost a 70% chance of needing some type of long-term care services and supports in their remaining years.” Today, LTC services can cost tens of thousands of dollars a year, depending on the type of service. And, … [Read more...]

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Filed Under: Annuities, Bottom #1, Financial Planning, Income Planning, LTC/HHC, Senior Products Tagged With: Annuities, Annuity, Long Term Care Insurance, LTC, ltci

MDRT Article – Creating a Self-Sustaining Practice

August 2, 2018 By Steven A. Plewes, CLU, ChFC, CPC Leave a Comment

Producers who own their practice have the unique opportunity to increase its value and accelerate growth in order to form a sustainable business model and a legacy practice. Advisors in this position typically take one of two different approaches in their careers. Some operate their practice as though they are simply an employee rather than a business owner. On the other hand, an advisor with a business owner mentality can optimize their practice structure to increase their quality of life and … [Read more...]

Filed Under: Estate Planning, Financial, Financial Planning, Income Planning, Promotion/Advertising, Public Relations Tagged With: building business, Business Development, business owners, Business Practice, Customer Service, MDRT

2018 MDRT Annual Meeting Draws Over 15,000

July 10, 2018 By Franz Reiter Leave a Comment

More than 15,000 members from 53 countries attended the MDRT Annual Meeting this week in Los Angeles. Through 200 unique sessions and presentations, members exchanged innovative ideas to develop their personal lives and professional careers. The 2018 Annual Meeting brought together key industry experts to share insights with members on a variety of topics such as practice management, retirement and wealth, Top of the Table, risk and products, marketing and the Whole Person concept. Members … [Read more...]

Filed Under: Bottom #1, Estate Planning, Financial, Financial Planning, Income Planning, News Tagged With: MDRT

Ways to Help Clients Understand Annuities

June 21, 2018 By Marc Silverman, CFP, ChFC 1 Comment

Consumers and advisors often feel annuities are difficult to understand and implement in financial plans. Many clients avoid them before they fully comprehend the benefits annuities can provide. While annuities are complex, conversations and guidance from financial advisors can help consumers clarify the role of these investable assets in financial plans. Financial advisors should arm clients with a holistic overview that includes both the advantages and disadvantages of annuities in order to … [Read more...]

Filed Under: Annuities, Financial, Financial Planning, Income Planning, Publishers Picks Tagged With: Annuities, Annuity, Fixed Annuities, Variable Annuities

Volatility Control Indices – Help or Hinderance for FIA Clients?

May 25, 2018 By Davis Life & Annuity Leave a Comment

Volatility Control Indices have become the new buzzwords in the fixed indexed product world. According to recent data from Wink, Inc.’s AnnuitySpecs tool, there are 78 indexing options that include volatility control. We get overwhelmed on a daily basis with back-casting and other statistics stating how well these various indices would have returned in the past. So, is the concept of volatility control an enhancement to this great product or another confusing variant? First, a quick primer on … [Read more...]

Filed Under: Annuities, Bottom #1, Estate Planning, Featured Story, Financial, Financial Planning, Income Planning Tagged With: Annuities, Annuity, Fixed Annuities, Indexed Annuities

Consumers Investing Earlier, Tapping into Benefits Longer

May 14, 2018 By Annuity.Org Leave a Comment

Annuities can be great investment tools. And with a younger crowd stepping into the early retirement planning realm and later generations living longer, there are a lot of investment opportunities to go around. But annuities can be complex, nuanced and confusing. Annuity advisors are mandated under federal law to clearly explain these investment products to ensure a level of trust between the insurer and the consumer. That's why National Annuity Awareness Month - held annually in June – … [Read more...]

Filed Under: Annuities, Bottom #1, Featured Slider, Income Planning Tagged With: Annuities, Annuity

Your Profit in Referring Brokers

April 23, 2018 By Steven H. Kobrin, LUTCF Leave a Comment

2 Different Closing Strategies that work

When we brokers and advisers take on new cases, the meter starts running as soon as we pick up the phone or reply to an email. That is when we start spending money. Our own time is, of course, immensely valuable. Then start adding to that the cost of all the support personnel we employ. On top of that, consider all the housing costs – rent, utilities, insurance, etc. Then, you have the business services such as marketing, advertising, etc. I don't have to tell you that it all adds up. If you run … [Read more...]

Filed Under: Bottom #2 and #3, Estate Planning, Financial, Financial Planning, Income Planning, Life, Prospecting/Referrals Tagged With: Brokers, Insurance, Referrals

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The Importance of Following Up

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Annual Reviews are Due

As financial professionals, our job is to constantly seek new and improved … [Read More...]

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