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Using Qualified Plan Dollars to Buy Life Insurance
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08/21/14
For a small business owner, using qualified plan dollars to purchase life insurance protection is a strategy that can satisfy a variety of needs. It’s also a step that can make all the difference in e …


Determining the Optimal Fixed Annuity for Retirees: Immediate versus Deferred
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08/21/14
•This paper contrasts the relative efficiency of single premium immediate annuities (SPIAs) and deferred income annuities (DIAs) for a variety of retirement scenarios. The analysis considers not only …


The Hidden Costs of Partial Premium Payments
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08/21/14
Pay careful attention to the hidden interest charges your clients are paying on their insurance policies—they are higher than you think. Consider that if your client pays premiums monthly, quarterly o …


5 Big Life Events Driving Clients to Seek Advice
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08/21/14
Dealing with clients is never about cookie-cutter standards of treatment. But it’s important for advisors to understand and learn how to deal with clients who are going through a life transition.


Estate Planning: Smart Roth Conversion Trick
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08/21/14
Many financial planning clients have substantial IRAs, yet they have no need to tap the account for retirement income. Generally, they’ll take only required minimum distributions (RMDs) after age 70-1 …


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Aug 26, 2014 Audio/Web Conference
Eventually Every Business Changes Hands: Are You Ready?
Creating a succession plan for your business


Sep 09, 2014 Sponsored Education Online
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Building a Practice With a Focus on Income Distribution
Zachary S. Parker, MBA, CFP
Building a retirement planning practice
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Sep 18, 2014 Sponsored Education Online
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Fully Insured Plans
Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPA
Discussion of issues surrounding fully insured plans
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The Social Media Black Book: 7 Secrets Advisors Need to Know
Ted Jenkin, CFP
Using social media to enhance business marketing
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Oct 07, 2014 Sponsored Education Online
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TBD
Topic - Charitable Remainder Trusts. Details coming soon
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Oct 15, 2014 Audio/Web Conference
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Working Title - Defined Benefit Plans: An Underutilized Tool. Details coming soon.


Nov 19, 2014 Video Teleconference
Investing for Income:Current Trends, Strategies and Products
Strategies and products to offset market fluctuations


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