Stealing a March: Estate Planning in the Pre-Biden Window
An article I read not long ago claimed the wealthy have been “panicking” for six months, harrying their estate planners ahead of...
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Burden Not Thine Heirs: Life Insurance Strategies to Mitigate Inherited IRA Tax Issues
Insurance people know a thing or two. For one thing, our client dealings reveal that people want to be remembered fondly, even when...
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I Don’t Want to Be a Burden: Why People Buy Long-Term Healthcare Plans
In the days before coronavirus, the crisis on financial planners’ lips was the long-term healthcare variety. Our concern was how...
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A Guide to Thriving as an Advisor in the Time of COVID-19
At the moment, the entire planet faces high volatility in the financial markets, not to mention other challenges. In a world such...
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eResources to Navigate Life Insurance Logistics during Lockdown
There’s certainly nothing like a pandemic to bring one’s mortality into sharp focus. With each day bringing grim news of more...
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The Coronavirus Crisis: Tax-Tech Tools that Protect Clients from Market Volatility
The markets are taking financial advisories and their clients for a rollercoaster ride today – days of historic losses are followed...
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Enervate or Reanimate: The Coronavirus Crisis Challenges the Traditional Office
The quarantines associated with the coronavirus pandemic – strictly enforced travel bans, limitations on time in public, even...
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Twelve Life Insurance Companies Weigh In On Coverage During the Coronavirus Crisis
What if a client living in an area hit hard by the coronavirus called you up, asking if they could purchase more life insurance—and...
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COVID Crisis Driving Interest in Life Insurance: A Primer for Clients
The Coronavirus pandemic has touched nearly everyone’s life. Only those isolationist souls living well off-grid have escaped the...
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SEC’s New Rules on Variable Product Summaries Look Positive for Sellers
In troubled times, we’ll take our happy news where we find it: the Securities and Exchange Commission has issued fresh rules...
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Coronavirus Crisis Boosting Life Business: Are You Prepared?
The Covid-19 pandemic is a watershed event in most people’s lives – something uncanny, unexpected despite the warning signs of...
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Advice for Advisors in Coping with the Pandemic
The economic cost of the coronavirus crisis cannot yet be calculated, but the first effects are readily apparent to everyone...
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It’s a Mad, Mad Pandemic World: Advising Clients in a Climate of Fear
The COVID-19 pandemic is a global crisis of epic proportions; not even World War II had such a deep impact on so many people. There...
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Mission Impossible2: Managing Market Volatility in Unpredictable Times
My father was always thinking – so he never tired of telling me, implying I should get on the ball. If we went to the Boston Garden...
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Living in a Low-Rate World: Time to Examine the Value of Your Life Insurance
We’ve observed a curious phenomenon: many of our clients, who are otherwise intelligent, educated and experienced in life, seem...
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Preparing Your Firm for the Bad Times
Things have been going pretty well for our industry over the last few years. Markets are up solidly, barely disturbed by the...
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