Advice

If You're An Advisor In Maryland: Tell Your Clients That Living Longer Could Make Their Heirs Wealthier

http://iimagelibrary1.advisorproducts.com/images/igallery/original/4101-4200/people_couples_seniors__1187_-4129.jpg
The good news for UHNWIs residing in Maryland is that the longer they live, the wealthier their heirs will be. The bad news is that if they die within the next four years, their heirs may have to pay state estate taxes.    On May 15, 2014, Governor Martin O'Malley signed into law a bipartisan bill "recoupling" Maryland state and federal estate taxes over the course of the next five years.

Read more ...

Receive Two Continuing Education Credits For Today’s Webinar, "75 Ways To Generate Tax-Alpha (Part 1)" by Bob Keebler -- Plus Big Discounts On Bob's Tax Aides For Advisors

http://iimagelibrary1.advisorproducts.com/images/igallery/original/3901-4000/services_taxes__1027_-3923.jpg
Bob Keebler at 4 p.m. ET today delivered the first installment of a two-part webinar program, entitled, “75 Ways To Generate Tax-Alpha.” Replaying the special 100-minute session will give you twice as much CPE as our usual one-hour sessions, and Part 2 will also be a two-credit session and Part 3. In addition, attendees at today’s webinar will receive big discounts on the following tax tools for professionals from Keebler Tax & Wealth Education: The Advisor's Guide to The Top 30 Tax Planning Ideas for 2014 is 148-page guide for professionals about: bracket mana

How To Use Behavioral Finance Techniques To Generate “Advisor Alpha” In Financial Planning Relationships

http://iimagelibrary1.advisorproducts.com/images/igallery/original/601-700/financial_elements__1132_-655.jpg
Scott Burns and Uri Pomerantz, who have designed an app to help financial advice professionals capture the three-percentage points of return annually squandered by consumers on common behavioral finance mistakes, spoke yesterday at an A4A continuing professional education webinar entitled, Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements.

Read more ...

Six Hypocrisies of the Life Insurance Industry

http://advisors4advisors.com/images/stories/article-images/contradiction.jpg
   Yes, I know what you’re thinking: only six? But let’s start with these, and you can add to the list.

Read more ...

What Is Cash Value Life Insurance?

http://iimagelibrary1.advisorproducts.com/images/igallery/original/4301-4400/people_beach_wFamilies__1058_-4381.jpg
Which one is the best choice? Cash value life insurance is… A. an expense. B. a combination of protection and savings. C. a way of prepaying future insurance costs.  

Read more ...