Tag Archives: Practice Management

Diffusing the tax bomb

Do you have clients with qualified annuities that they expect to pass on rather than spend? Does the LIFO method of distribution leave your clients expecting to give Uncle Sam more than his fair share of their inheritance? Do you  want … Continue reading

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Express Underwriting at Protective

We may lose an hour every spring, but here is a way to get some of that lost time back. Express Underwriting at Protective will save time for you and your clients. For healthy clients you can skip the paramed … Continue reading

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Estate Planning Mistakes to Avoid

Eric Christoffersen guest hosted the Weekly BREW and shared his experiences with “Real Life Estate Planning Mistakes and How to Avoid Them.” Don’t let your clients fall victim to a lack of planning. If their wishes are not clearly laid … Continue reading

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Lessons Learned through Mergers and Acquisitions

Special Guest Matthew Cuplin joins the BREW for an intimate discussion. Get the benefit of experience by tuning in the the recording or this insightful discussion.  

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Aid And Attendance

Are you familiar with the “Aid and Attendance” benefit for veterans? Do you know about how to determine eligibility? Would an additional LTC benefit for your client ease the burden on their family or allow them to take beneficial financial … Continue reading

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The future at North American

Watch our video to get a preview of the new features coming to North American. John Lulay joined the BREW to give us a sneak peek of the  latest features to grow business.     Giving you advanced looks is … Continue reading

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How to respond to rising LTC costs

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Planting the Seed

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