It provides answers to questions regarding the most common tax deductions available during retirement, including how to take tax efficient withdrawals from a retirement portfolio and how to take advantage of the Internal Revenue Code so your clients li…
Tax deadline is April 18, 2017. Make sure to leverage the tax rate information to help create and design plans that are in your clients best interest.Educate your clients on how tax rates will impact their investments.Request Free!
Advisors who attended our proven training in Las Vegas have generated over $8 Billion in annuity premium. We’re not going to entertain you with celebrity performances, we’re going to give you the training you need to become a 10+ million-dollar produce…
Beginning on June 9th, 2017, the first phase of the DOL fiduciary rule goes into effect.The goal of the Transition Period is to allow time for advisors to integrate parts of the rule into your practices while you build toward full compliance …
Dying in America is expensive….And with end-of-life arrangements constantly on the rise, prospects and clients are looking for better and different ways to lessen the burden on their loved ones. The need is clear — and the market for fi…
Gain instant access to thousands of Federal prospects. Megastar’s exclusive relationship with FEDweek – We’ve captured personal and financial information of thousands of Federal Employees. In 2016, our program generated over $1 billion in Thrift …
This guide is designed to provide an overview of the benefits of incorporating charitable giving into your financial planning. You will learn the benefits of donating different assets, tax basics, strategies to amplify your philanthropic efforts and to…
If you’re like most successful financial advisors, you’ve asked yourself – “How safe is my business?” However, you may not know how to answer that question or how to ensure your business is successful for the long-term. Find …
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January 1, 2018 is the effective date of the new revenue standard for most public and nonpublic entities reporting under U.S. GAAP. As one of the biggest changes in accounting standards in recent history, FASB’s new single, principle-based approach to accounting for revenue is a turnaround from the existing rule-based system. A lot of guidance has been made available around the new standard in regards to how it changes revenue accounting and related disclosures.
Learn more about whether your commission management solution is able to comply, so you can be prepared for the changes ahead. |
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