IUL is it right for you
Posted on January 7, 2016 | Filed Under Financial, Generic
Is an IUL right for you?
Is the Indexed Universal Life Insurance the best opportunity?
In this new, challenging economy that calls for innovative wealth-building and retirement strategies, Millennials, Gen-Xers, and Baby Boomers are all trying to find their footing and chart a path for the future. Offering relevant solutions that meet the needs and goals of today’s investors is just as important as the financial education we provide. Let s take a look at a financial option to avoid market risk and build a tax-free income. Read more
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2016 Tax Facts At A Glance
Posted on January 5, 2016 | Filed Under Generic
Take a look at the 2016 Tax Facts At A Glance.
The 2016 Tax Facts At A Glance provides you with the details you will need to add value to your planning discussions with clients by keeping the latest information at your fingertips, such as:
2016 tax rate tables
- Increase in lifetime gift and estate tax exemption to $5.45 million per person
- Increase in annual gift tax exclusion to a non-US citizen spouse to $148,000
- IRA phase-outs
- Capital gains taxes
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