Lyle D. Solomon is principal attorney for the Oak View Law Group in Auburn, Calif. He may be contacted at [email protected].
There are benefits and drawbacks to borrowing from a cash value policy.
Can we still make more money in a market as volatile as this? The answer is yes.
You may be helping clients get ready to file 2021 taxes, but now is the time for them to start thinking about the tax changes coming around the corner.
Education, communication and positivity are key attributes that will create a trusting client relationship.
