Tax Planning Season is Never Over

As we surpass the “official end” to tax season, as advisors we need to remember that tax planning season is never really over as much of our advice throughout the year has to take taxation into account in some way.  Chris Wholehan, President Wholehan Marketing...

Multiple Coverage Options for Businesses

Jack Nachtrab Life Insurance Consultant As we approach the end of tax season, many business owners are evaluating financials and the state of their business. Now is a great time to discuss the unique planning opportunities for business owners as they relate to Life...

2022 – Time For a Review!

Chris Wholehan, President Wholehan Marketing For those of you who know me, you know I’m not the “biggest” fan of winter …. However, when it comes to business, this is one of the “most wonderful times of the year.”  The insurance business from January through May...

A Smart Option for RMD’s

Jack Nachtrab Life Insurance Consultant After a 2-year hiatus, RMD’s (Required Minimum Distributions) are back for the 2021 tax year; those who turned age 72 by 7/1/2021 will need to take their RMD by 4/1/2022.  Many of these clients do not need or want the...

Life Insurance for College Tuition

Jack Nachtrab Life Insurance Consultant For the current 2021-2022 school year, the average tuition, room & board, and additional fees at a public university is $22,690 per year. In the 2000-2001 school year, that was the average cost of a private university. ...

Potential Tax Code Changes Favor Annuities

Annuity Sales Consultant As we near the end of the year, it is important to watch the pending tax code changes being discussed.  These changes could affect the planning you are doing with your clients and their overall financial plan.   The American...