The Trusted Salesperson Gives Value First

The Trusted Salesperson Gives Value First

I came up in sales. I was good at it. But often times, others can get you off track. You become focused on less important tasks. It seems as though work is always getting done. And sure, much of the work is important, no question, but it can leave you with little time to be … Read more

Taxable IRA Assets to Tax Free Life Insurance with LTC Benefits

Taxable IRA Assets to Tax Free Life Insurance with LTC Benefits

IRAs and other qualified retirement plans are often overlooked when high net worth clients begin to consider how to utilize their various investments for future income. Instead, they see these IRAs as a method to maximize the wealth that they can transfer to their heirs. What they may not realize however is IRA’s and various … Read more

3 Great Ideas To Boost Sales

3 Great Ideas To Boost Sales

Looking for some ideas to increase sales? Take a look below. Or click on the image to the right. Income Tax Mitigation (IRA Max) Today, less people have an estate tax problem then 5+ years ago People have an income tax problem today – that is their pain There are large qualified plans ready to … Read more