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INSURANCE PLANNING

  • Accelerated Underwriting with Principal / insureblog.com
  • What Do You Plan on Doing with your 401K/IRA? / KazSource.com
  • 7 Myths About Life Insurance / Forbes
  • An affordable, tax-efficient, and often overlooked financial strategy: Life insurance / Review Journal

  • Taking A Second Look At Survivorship Life Insurance / Life Health Pro
  • Survey: How many of us have life insurance? And how many have enough of it? / Bankrate
  • Do You Understand Your Group Life Insurance / Frederick News-Post 
  • Pension Plan Cut Jeb Bush’s Taxes / Wall Street Journal
  • Creating a Legacy that Lasts / Tony Robbins
  • Some Magical Aspects of Life Insurance / Trusted Advisor
  • 6 Reasons Why I Have Life Insurance / Huffington Post
  • The Comfort of Insurance / Nasdaq

BUSINESS PLANNING

  • How to Avoid Problems with a Buy/Sell Agreement / insurancenews.net
  • Business Prenup / nerdwallet 
  • Business Planning 101 / LifeHappens.org
  • Family Business Facts / Conway Center for Family Business
  • 5 Ways Business Owners Can Avoid Probate Problems / Forbes
  • Why Your Small Business Should Create a Buy-Sell Agreement / RocketLawyer
  • Advisors Can Help Your Family Business Succession Plan / Forbes
  • Nonqualified Deferred Compensation Plans: Lessons Learned After 10 Years of Section 409A / Bloomberg

     

ESTATE PLANNING

  • Estate Tax Repeal Law Remains Unlikely / National Law Review
  • Estate Tax Planning Prevents Heirs From Having to Liquidate Estate / National Law Review
  • 3 Estate Planning Strategies for a Low-Rate Environment / ThinkAdvisor
  • 3 Powerful Secrets the Wealthy Know About Life Insurance / Huffington Post

  • IRS Takes Aim at an Estate-Planning Strategy / WSJ

  • Death, Taxes and Your IRA. Ouch. / WSJ

  • Your Will And Trusts Aren’t Enough: Using Beneficiary Designations As An Estate Plan / Forbes
  • Gifts of Life Insurance / Penn State

LONG TERM CARE

  • Mutual of Omaha announces rate increase on inforce LTC policies / MOO
  • Cost analysis of LTC / Genworth
  • LTC Insurance- Is It Worth It / Wall Street Journal
  • Steps on the Path to Public/Private Long-Term Care Financing / Forbes
  • Ordering the Combo: Life Insurance with Long-Term Care Benefits / Nerd Wallet

CARRIER NEWS

  • John Hancock Vitality Product News / John Hancock
  • Lincoln Financial Introduces IUL Product With A Twist / insurancenewsnet

DISABILITY INSURANCE

  • Disability Insurance: The Ultimate “Me Benefit” / BenefitsPro.com

ANNUITIES

  • Annuities: Good or Bad? / The Motley Fool
  • R.I. Top Court Finds Insurable Interest Not Necessary in Annuities / insurancenewsnet

INSURANCE INDUSTRY

  • A Dose of Reality for a Hot-Selling Insurance Product / WSJ

  • Life Insurers Views on Certain Types of Smoking / Arkansas Online
  • Property/casualty insurers’ fourth quarter promising despite net income drop / businessinsurance.com

  • AG49, New Actuarial Guideline for Indexed Universal Life / Look to Wink
  • Symetra News – Sold  / Des Moines Register
  • Symetra News – Deal May Not Be in Best Interest of Shareholders / MarketWatch

SMALL BUSINESS

  • C Corp, S Corp or LLC? / Forbes
Contact Us
North Carolina | Headquarters
Providence Park
10815 Sikes Place
Suite 320
Charlotte, NC 28277
O: 704.774.6160

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