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Featured Article

Featured Coach

Name: Steff C. Chalk
Experience: 20+ years
Expertise: 401(k) and Retirement Planning
What can Steff do for you?
If you feel as though you have hit a plateau, with what you can deliver and develop on your own, and you are focusing in the tax-qualified retirement plan market, then you are a prime candidate for my coaching service.
More about Steff Chalk

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Lyn Fisher, Co-Director
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Michael Lovas, Co-founder, C.Ht.
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Michael Lovas, Co-founder, C.Ht.

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Posted: Sep 5, 2008
Board: Long Term Care
Re: Double jeopardy: Women and long term care
This is one article I often find myself revisiting. What a great job of creating an engaging article while supporting it with salient facts (even if those facts are somewhat depressing), and it certai...
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Posted: Sep 5, 2008
Board: Annuities
Re: What the SEC's proposed Rule 151A means for producers
"This is not a matter for the SEC to decide. If they want to shift oversight from The States, to the Federal Government they need to go before congress.[/quote:4b1037c8...
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Posted: Sep 5, 2008
Board: Life Insurance
Re: Evaluate the establishment of agent-owned captive ins...
"I have a Captive case I need help with"
call 858-759-5039
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Posted: Sep 5, 2008
Board: Annuities
Re: GRATs, IDITs or private annuities: Which is best?
I found this article to be very interesting in its comparison of wealth transfer techniques. Taxes are always an issue when it comes to planning for high-net-worth people, and I think you did a great ...
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Posted: Sep 5, 2008
Board: Life Insurance
Re: Top five reasons not to buy term and invest the diffe...
I have also received other feedback that should be made available to readers. Here are a couple more responses that were forwarded to me privately:
Name : Jim
Email Address : j********@metlife.com...
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