by Gene Gordon | Mar 12, 2018 | blog, LinkedIn, PensionQuote Blog
Springing forward into daylight savings time also ushers in tax season and the fear that we may face a big tax bill in April. Another reality will set in soon due to the new tax bill, which will spell significant changes as to what will be tax deductible. Several...
by PensionQuote Inc. | Oct 12, 2017 | Industry News Links, Uncategorized
If you have come up against a competitor pitching a Split Funded Defined Benefit Plan and didn’t know how to come out on top you are not alone. While the concept of this Cash Balance Life Insurance Plan strategy is fairly straightforward, explaining it with confidence...
by PensionQuote Inc. | Oct 6, 2017 | blog, Industry News Links, PensionQuote Blog
Financial Friday: Get Your Clients’ Attention in Q4 “Let’s Discuss Ways To Reduce This Year’s Income Tax Right Now!” Now that’s a CTA (Call to Action) that will get your client’s attention; especially in the 4th quarter when many of your business owner clients are...
