Financial News

The Cyber Liability of A Data Breach

05/31/2017 11:00 AM

If presidential candidates can be hacked or government installations penetrated, how much more a business that stores client data on hard drives and in cloud technology. Watch the video interview w...

 

The Liability of Your Employee’s Actions

05/30/2017 11:00 AM

Every form of communication by your employees is a potential liability to your company: Texting, email, voicemail, regular mail and videos. Even an employees personal Face Book postings about their...

 

The Truth About Personal Umbrella Polices

05/29/2017 11:00 AM

The fact that many doctors and business owners have wrongly relied on their personal umbrella polices to provide greater protection than they reasonably can is not a reason to reject the coverage. ...

 

Elder Abuse and Fraud

05/26/2017 11:00 AM

Shockingly, elder abuse is on the rise in the U.S. But oddly enough the perpetrators are, for the most part, blood relatives. Blood may be thicker than water, but not as important as money. Senio...

 

Get it In Writing

05/24/2017 11:00 AM

Most financial professionals dread the paperwork that is created for managing client money and insurance protection. Even clients complain about the never-ending cycle of signature pages on disclos...

 

Protecting Your Practice & Your Clients

05/23/2017 11:00 AM

No one has a career or a job that doesn’t expect to be paid for services rendered. No one is that altruistic. Financial advisers and insurance agents are no different. But putting your revenue from...

 

Arbitrators, Litigators & Fiduciary Imitators

05/22/2017 11:00 AM

In general terms the consumer is at the mercy of a professional. Whether it’s auto or home repair, Joe Public doesn’t have the knowledge to assess the estimate or the finished product. It’s no diff...

 

Global Infrared Fluorescent Inks Industry 2017 Market Research Report

05/22/2017 03:40 AM

The Global Infrared Fluorescent Inks Industry 2017 Market Research Report is a professional and in-depth study on the current state of the Infrared Fluorescent Inks industry.

 

Financial Misconduct As Defined by Evidence

05/19/2017 01:14 PM

There are regulatory protocols for the insurance and security industry. They govern the behavior of its licensed representatives. National organizations generally use regional compliance officers a...

 

Selecting the Right Fiduciary to Design Your Captives Insurance Company

05/19/2017 11:00 AM

Assessing the value of a captive insurance company for your business is not a do it yourself project nor is it within the prevue of most financial advisers and business attorneys. Fiduciaries must ...

 

Is Your Business A Candidate for Captive Insurance Companies

05/18/2017 11:00 AM

Businesses that spend in excess of one million dollars a year on insurance coverage with a strong balance sheet may want to consider the virtues of a captive insurance company. Watch the interview ...

 

The IRS Perspective on Captives Insurance Companies

05/17/2017 11:00 AM

The IRS has a gauntlet of qualifying economic thresholds and justification items to define what’s a creditable captive insurance company versus the fraudulent. The gamers are out there with their t...

 

The Tax Advantages of Your Own Insurance Company

05/16/2017 11:00 AM

Businesses are always looking for tax deductions, especially those big-ticket items you can’t live without. Creating a captive insurance company to service the company’s economic liability exposure...

 

Be Your Own Insurance Company

05/15/2017 11:00 AM

Businesses dread paying insurance premiums to protect their company from economic disaster if a catastrophic claim occurs. This is especially true for businesses that manage their risk well and lit...

 

The Elimination of RMDs using the Qualified Leverage Strategy

05/12/2017 11:00 AM

It is rather shocking to discover that you could create an income plan for your retirement that could significantly reduce or eliminate RMDs altogether. Reducing RMDs can impact Social Security ben...

 

The Dramatic Tax Savings Using the Qualified Leverage Strategy

05/11/2017 11:00 AM

It can be disheartening to review your retirement plan statements and realize that a third of it may not belong to you. It’s quite a revelation to discover that you’re partners with Uncle Sam, who ...

 

Indexed Universal Life in Profit Sharing Plans

05/10/2017 11:00 AM

Converting taxable retirement plans to tax free and tax deferred income before retirement can create cash flow surpluses at the end of the month. More money in your pocket not only means paying you...

 

How a Profit Sharing Plan Works with Life Insurance

05/09/2017 11:00 AM

One of the key aspects of profit sharing plans is the use of cash value life insurance policies with seasoned monies. Seasoned monies can be defined as monies that have been in the plan for two yea...

 

How Indexed Universal Life Works

05/08/2017 11:00 AM

There are many indices, both domestic and foreign. And there are many product platforms that offer indices. Some of these have tax advantages, while others restrict dividend earnings from the contr...

 

Tax Favored Treatment of Life Insurance

05/04/2017 11:00 AM

The vast majority of life insurance proceeds at the death of the policy insured will bypass probate and pass tax-free to the beneficiary. A TAMRA compliant life insurance policy can generate tax-fr...