Key Employee Benefits Can Help Owners in Tight Labor Market
Offer your business clients the power of choice to help address the challenges that come with a tight labor market. Choose from employer-sponsored deferred compensation plans, bonus plans for specific business entity types or split dollar plans. Review the customer profiles flyer to see who the best prospects are. Use the concepts guide to compare deferred comp, bonus and split dollar solutions. Check out this success story to see how the advantages of life insurance helped a consulting firm design a bonus plan to retain and reward top talent. Learn more.
Engage Clients with the #InsureYourLove Campaign
The #InsureYourLove campaign helps you explore the value of life insurance with current and prospective clients—using engaging graphics, compelling statistics, videos, calculators, decision tools, and more!
Maximize Client Tax Planning with 1040 Materials
The 1040 Overlay and Planning Guide kit provides tools to help your clients uncover some of the more common threats to their finical well-being: investment risk, low interest rates, premature death and, of course, taxes. Learn more.
EOLI: Help Ensure an Income Tax-Free Death Benefit
Businesses own life insurance on their employees for a number of reasons. For small businesses, life insurance is usually connected with executive and succession planning arrangements. For larger businesses, it is often used to fund employee benefit plans. All of these plans depend on the tax-free nature of the death benefit. However, in 2006, Congress changed the rules with respect to some business-owned policies. Read more.
Podcast: How to Rewire Your Retirement
In this 23-minute podcast, Jaime Hopkins of The American College speaks about how to “rewire” retirement by potentially supplementing and supercharging retirement planning with innovative life insurance strategies. Listen.
Economic Review and Outlook: Leading Indicators Still in Good Shape
With the economic expansion in middle of its tenth year and close to a record length, typical warning signs for the next economic downturn are being closely watched. The yield curve (the spread between short- and long-term interest rates) has historically flattened late in the cycle before inverting about 12-to-18 months prior to a recession. The inversion of the 2- and 5-year Treasury rates in recent weeks fed rising investor concerns about an oncoming recession. Read more.
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