A Great Idea That Keeps Getting Better . . . and Stronger . . . and Easier! Life Insurance Retirement Plan

A Great Idea That Keeps Getting Better . . . and Stronger . . . and Easier!    Life Insurance Retirement Plan
For life insurance industry veterans, using cash value life insurance to supplement retirement savings is as old as the rate book.  Overfunding premiums and enjoying the advantages of both insurance protection and tax-free accumulation (without the burden of qualified plan rules) is what makes our products unique.  And with the potential for tax-free income down the road, we really have an unmatched solution for clients wanting to enhance their retirement in a very tax-efficient way. If life insurance is new to you, or if you just need a refresher on the LIfe Insurance Retirement Pla...
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At Last! A Tax Break for Both You and Your Client!

At Last!  A Tax Break for Both You and Your Client!
  New Section 199A Makes Pass-Through Deductions Available for Small Business Owners and Life Insurance Professionals The Internal Revenue Service (IRS) recently issued its final regulations describing the rules pertaining to section 199A. For those who are unfamiliar with 199A, the section provides for a new deduction of up to 20 percent of qualified domestic business income for pass through entities such as sole-proprietorships, partnerships, S-corporations, trusts, and estates. AALU provided this summary in its January 30, 2019 WR Newswire: "By way of background refresher on section 19...
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Fast and Furious - Year-End Sales Ideas in 60 Seconds or Less

Fast and Furious - Year-End Sales Ideas in 60 Seconds or Less
Ready for some quick sales ideas that you can take from start to finish before December 31?  Here are some of the best from Windsor and our carriers!   Year-End Tax Deductions!  American National ​As we enter the last two months of the year we are at the very peak of the pension season. Now is the time to contact prospects who couldn't pull the trigger on planning earlier in the year. There is much greater urgency to establish a plan now than back in March when no deadlines were looming. Contact accountants and let them know that you can help them and their client...
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A Great Idea That's Only Getting Better. Stronger. Easier. Life Insurance Retirement Plan.

A Great Idea That's Only Getting Better. Stronger. Easier.  Life Insurance Retirement Plan.
For life insurance industry veterans, using cash value life insurance to supplement retirement savings is as old as the rate book. Overfunding premiums and enjoying the advantages of both insurance protection and tax-free accumulation (without the burden of qualified plan rules) is what makes our product so unique. And with the potential for tax-free income down the road, we really have an unmatched solution for clients wanting to enhance their retirement in a very tax-efficient way. If life insurance is new to you, or if you just need a refresher on the Life Insurance Retirement Plan (LIRP) c...
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John Hancock - July 2018 Central Intelligence

John Hancock - July 2018 Central Intelligence
IN THIS ISSUE Tax Court Denies Summary Judgment in Morrissette Case on IRC §2703 Issue. State Supreme Court Affirms Finding That State Taxation of Foreign Trust Unconstitutional. Tax Court Denies Summary Judgment in Intergenerational Split-Dollar Case (Again). Tax Court Disregards Sham Trust and Attributes Trust Income to Trust Grantors. Tax Court Disallows $11.04M Charitable Deduction for Contribution Land and Rights to Municipality as Quid Pro Quo.  Click Here to View the Full Issue

National Life Group's CPA Symposium Presentations

National Life Group's CPA Symposium Presentations
National Life's 2018 CPA Symposium featured an abundance of speakers and presentations with both CPAs and Financial Professionals in mind.  Designed to create and build on synergies between CPAs, Financial Professionals, and their clients, the Symposium can help participants to: Identify specific client profiles - what are your clients looking for?Understand the tools, resources, and support that are available to help you help your clients meet their financial goals and objectives.Gain a better understanding of both client attitudes and your role in providing the financial products and se...
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From Windsor and Lincoln - Advanced Markets Online

From Windsor and Lincoln - Advanced Markets Online
Advanced Markets Online is a comprehensive reference tool that provides clear explanations of complex subjects. AMO is a practical, focused tool designed to provide quick and easy access to information you need in the business insurance, retirement, charitable giving and estate planning markets. AMO defines concepts, tells you how those concepts work, and examines tax consequences, key advantages/disadvantages, planning/funding considerations, and more. Point-of-Sale presentations are customizable with both your agency and client information. What does it look like? AMO is a searchable, user-f...
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