• Pages

  • Archives

  • Advertisements

Avoid the Social Security Tax Trap

In the good old days Social Security was tax free. But times have changed, and now many taxpayers can expect to see at least a portion of their Social Security income make its way onto the taxable income line of their 1040s

Read More…


Policy Valuation: The Key to a Thriving Secondary Market Business

The secondary market for life insurance was responsible for transferring more than $12 billion in face value in 2008 according to industry estimates.  Every one of these transactions began with a simple policy valuation recommended by a proactive advisor.

Read More… Policy Valuation