Financial And Investment Adviser Costs – Some Are Tax Deductible – Others Are Not

If you are working with a financial or investment adviser, you need to be aware of the differences in how they work. Some advisers cost money and it has no direct income tax benefit to you, while others allow you to take qualified income tax deductions for their services provided. Guess what? The qualified ones… Continue reading Financial And Investment Adviser Costs – Some Are Tax Deductible – Others Are Not

Structured Settlements – Pros and Cons of Structured Settlement Over a Lump Sum

An initial response for most people who are faced with a large sum of money is to take the money and run. When finalizing details of a structured settlements agreement stemming from an injury sustained by someone’s negligence, it would be in your best interest to stop running and consider your payout options. One payout… Continue reading Structured Settlements – Pros and Cons of Structured Settlement Over a Lump Sum

5 Ways to Increase Your Social Security Benefits

Social Security benefits currently make up 38% of income for most retirees1. With over 10,000 baby boomers retiring every day, sage retirees will maximize their benefits by understanding the following ways to get the most from their tax dollars. 1. Take benefits at Your Full Retirement Age Did you know that 69% of retirees take… Continue reading 5 Ways to Increase Your Social Security Benefits

Why Is A Financial Settlement Preferred Over Legal Battles?

Structured settlement is an arrangement made when a plaintiff settles a case for a large amount of money that is to be paid by the defendant in installments over a period of time, rather than as a single lump sum. This arrangement is often done in consultation with a certified financial planner and the plaintiff’s… Continue reading Why Is A Financial Settlement Preferred Over Legal Battles?

The Best Target Market in the World for Annuity Sales

Want to sell more annuities? Want to have unlimited prospects? Want to stop conservation on transfers? Want to reduce your future service commitments? Want to sell annuities without concern over the prospect changing their minds? If you answered yes to these questions, listen up. The money in selling annuities is selling them to people who… Continue reading The Best Target Market in the World for Annuity Sales

Things to Consider Before Selling Your Structured Settlement

At some point or another, you may find yourself in a situation where you are in urgent need of sizeable, lump sum amount of money. Perhaps you need money for a medical emergency, make a down payment on a house, or start a business. If you are unable to raise the required sum through other… Continue reading Things to Consider Before Selling Your Structured Settlement

Pre-set Insurance and Annuity Appointments Are Worthless

I mean they really stink and anyone who falls for this scam is going to be the loser. As insurance salespeople we all need people to tell our story to. Many of us use direct mail, seminars, referrals and many other sources. Then comes the one we all want, someone to set appointments for us… Continue reading Pre-set Insurance and Annuity Appointments Are Worthless