"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."
Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012
Congressional action/inaction on the looming automatic tax increases and sequestration could make life interesting for financial professionals and their clients. Terry Stanaland, JD, ChFC, CPA, with Teague, Rotenstreich, Stanaland, Fox & Holt, PLLC, and Terri Getman, JD, CLU, ChFC, AEP, Business Development Officer for Diversified Brokerage Services, will walk us through the implications.
Discussion of the effect of the NAIC's adoption of Actuarial Guideline 38, which governs reserves for universal life products with secondary guarantees.
Clients, unhappy with stock market volatility, are increasingly turning to self-directed IRAs, which allow almost endless investment options, including: real estate, loans, tax liens, privately-held companies, and even precious metals. However, legal and tax pitfalls abound.
