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?

Is an IUL right for you

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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