A written client service menu can have important business purposes. It can act as a discipline to guide consistent service delivery to clients. Read this post to learn how to write a personal client services menu for your practice or to justify your fees.
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More than 40 percent of individual tax returns are completed using tax preparation software, according to the IRS.* While human tax preparers continue to be preferred over software programs, the share of tax filings prepared by human tax professionals has slipped in recent years. However, before your clients fire their human advisors and replace them with a software program, it’s important to distinguish between tax compliance and tax planning.
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This is a must-read post regarding new variable strategies. As your clients become introduced to two new VA products, they may find that old perceptions melt away, discovering new value in a cornerstone retirement planning product.
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A 1035 exchange refers to the tax code provision that permits the direct transfer of funds in an annuity policy—as well as a life insurance policy—without the transaction being subject to taxation. This post will describe the pros and cons of a 1035 exchange.
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Read this blog post regarding a case study of a financial advisor looking to retire in eight years and how he increases the equity in his business by converting to a fee-based model.
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