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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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'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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A split dollar power play made Jim Harbaugh college football’s highest paid coach — what was that about?

Last summer ran the headline: Michigan, Jim Harbaugh agree to increased compensation in form of life insurance loan. We suspect that most sports fans just shrugged and moved on to see how the Cubs were doing, but those of us in the life insurance business sat up and took notice. After all, we seldom get any press on the business page, let alone the sports page. And this was indeed big news about a big compensation boost, using a relatively little-known but powerful combination: Split Dollar and cash value life insurance. (Related: American Institute of CPA's: Split Dollar Insurance Pl...

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