Expand Your Network




ANNOUNCEMENTS

ANNOUNCEMENTS

Practical Applications of "Life Insurance as an Asset Class" – 3 Case Studies

Wednesday, 12/10/14
12:00 noon – 1:00 p.m. ET
Uses of whole life insurance in 3 different scenarios more

What's Hot

LATEST DISCUSSIONS

  • Anthony R. Bartlett, CASL,ChFC

    RE:Distributions to Charity ( IRA/Qualified pla...

    Posted in: Retirement Counse...

    Thank you very much!

  • Geoffrey E. Pfeiffer, JD,CLU,ChFC,FLMI

    RE: Distributions to Charity ( IRA/Qualified pl...

    Posted in: Retirement Counse...

    Anthony, You have probably heard the news by now about the Senate passing HR 5771. The QCD is alive and well for 2014. Read what Michael Kitces suggests in the...

  • Anthony R. Bartlett, CASL,ChFC

    Distributions to Charity ( IRA/Qualified plan)

    Posted in: Retirement Counse...

    Do we have any insight on the extension of the charitable distribution of qualified money being extended to this year? Any guidance on what other practitioners are...

In The Know

RECENT SHARED FILES

Richard M. Weber, MBA,CLU, AEP

photo not available

Richard M. Weber, MBA,CLU, AEP

Our Community

MOST ACTIVE MEMBERS

  1. photo not available
    Anibal Torres, CLU,FLMI

    State Farm Insurance Co
    Bloomington, IL

    77 Points

  2. photo not available
    Anthony R. Bartlett, CASL,ChFC

    Baystate Financial Services
    Worcester, MA

    62 Points

  3. photo not available
    Michael J. McGlothlin, CLU,ChFC,CFP,LUTCF

    Ash Brokerage Corporation
    Fort Wayne, IN

    47 Points

RECENT BLOGS