INSURANCE BENEFITS PLANNING ARTICLES

What’s New In Retirement Planning?

By Jason O'Dell, MS, CWM | John Kelly, CLU®, RHU® | Greg James, CPC®, QPA, QKA on April 11, 2017

Defined Benefit Plans Can Provide Larger Tax Deductions than 401(k)s/Profit-Sharing Plans Defined Benefit Pension Plans as well as Cash Balance Plans are generating a lot of interest with both large and small companies. Businesses generally find that these retirement plans are a great way to increase retirement savings and reduce taxes at the same time.

you-may-not-need-life-insurance-five-things-to-consider

You May Not Need Life Insurance: Five Things to Consider

By Jason M. O'Dell, MS, CWM on December 12, 2016

In other articles or books, you have undoubtedly read about why you need life insurance. Even more likely, an insurance agent has explained these reasons to you personally. In this article, we will take a contrarian’s approach and explain some circumstances in which you don’t need life insurance. Before we do so, a brief explanation

5 Things Regulators Want to Know About the Way You Do Business

By Kenneth Corbin on March 10, 2015

This article was written by Kenneth Corbin and was featured in the March 2015 issue of Financial Planning Magazine. When it comes to compliance issues, the line between RIAs and broker-dealers seems to be getting fuzzier. At the beginning of the year, when the SEC and FINRA published letters detailing the issues of greatest concern

What’s New In Retirement Planning?

By By Jason O’Dell, MS, CWM, John Kelly, CLU, RHU, Greg James, CPC, QPA, QKA on November 13, 2014

Defined Benefit Plans Can Provide Larger Tax Deductions than 401(k)s/Profit-Sharing Plans Defined Benefit Pension Plans as well as Cash Balance Plans are generating a lot of interest both large and small businesses. Business owners generally find that these retirement plans are a great way to increase retirement savings and reduce taxes at the same time.

12 STEP PROGRAM TO PREPARE FOR A FINANCIAL CRISIS

By David B. Snyder, CLU®, JD on July 30, 2014

It is possible that many of us will experience some type of financial crisis in our lifetime. It could be a personal crisis, or it could be more systemic like the Great Recession of 2008. In any case, taking these steps will help prepare you for the crisis when it comes. PART I – BASICS

 

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