INN Magazine
Exchanging One Policy for Another Could Ignite an IRS Tax Bomb
Certain types of policy conversions could result in taxable income for your client. Here is some background on the issue
6 Steps To Calm Your Freaking-Out Clients
How to Guard Your Online Reputation
Advisor News
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- Giving while you’re living: 3 frequently asked questions about gifting
- Helping clients prepare for one of their biggest retirement expenses
- Important year-end financial conversations every advisor must have
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- AM Best downgrades A-Cap insurers amid financial and regulatory troubles
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