Tips for Using Annuities in Portfolio Construction
In his popular Life Insights video, Kelly Harris, president of Harris Financial Utah, walks us through the complexities and benefits for clients of fixed annuities. Take a few minutes to learn about key features of annuities and tips on how to explain asset allocation and risk to your clients. Watch now.
Strategies for Uncovering Hidden Value in Retirement Income Planning
Learn how tax efficiency in retirement can help you bring a new perspective to your client conversations about retirement income planning. Download white paper here.
Infographics for #InsureYourLove
Infographics are a great way for you to spread awareness to clients or potential clients. As we enter week 3 of the #InsureYourLove campaign, remember that you can access a number of powerful graphics, including a picture of Jim Chich and his family, whose lives were upended when his wife died during childbirth. Thankfully, life insurance was there to help support them. See more.
2019 Tax Planning Quick Reference Guide
See key information on federal income tax rates, deductions, exemptions, contribution limits and gift and estate taxes.Download now.
Help Businesses Attract and Keep Top Talent
When talking with business owners a common question is, “What makes your business successful?” The overwhelming answer is “our people,” and it’s easy to see why. Without talented employees, businesses don’t survive in the long run. Key employee retention has always been important, but in the last 24 months, we’ve seen more businesses focused on finding ways to keep top talent.Learn more about retention strategies.
Weekly Economic Review & Outlook: Spending Freeze in December
Retail sales were much weaker than even pessimistic projections for December, dropping by 1.2 percent — the largest monthly decline since 2009. Excluding motor vehicles — which were up modestly for December — the news was even worse, with a decline of 1.8 percent. The 12-month change retail spending has slipped to 2.3 percent, the slowest increase in more than two years and only slightly above the pace of inflation. Read more.
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Learn how tax efficiency in retirement can help you bring a new perspective to your client conversations about retirement income planning. 
Infographics are a great way for you to spread awareness to clients or potential clients. As we enter week 3 of the #InsureYourLove campaign, remember that you can access a number of powerful graphics, including a picture of Jim Chich and his family, whose lives were upended when his wife died during childbirth. Thankfully, life insurance was there to help support them. 
See key information on federal income tax rates, deductions, exemptions, contribution limits and gift and estate taxes.
When talking with business owners a common question is, “What makes your business successful?” The overwhelming answer is “our people,” and it’s easy to see why. Without talented employees, businesses don’t survive in the long run. Key employee retention has always been important, but in the last 24 months, we’ve seen more businesses focused on finding ways to keep top talent.
Retail sales were much weaker than even pessimistic projections for December, dropping by 1.2 percent — the largest monthly decline since 2009. Excluding motor vehicles — which were up modestly for December — the news was even worse, with a decline of 1.8 percent. The 12-month change retail spending has slipped to 2.3 percent, the slowest increase in more than two years and only slightly above the pace of inflation. 
