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Elder Abuse and Fraud

Seniors Are Exposed to Unscrupulous Money Managers and Professional Cons Posing as Trusted Advisers

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Get it In Writing

Documentation is the First Line of Defense & Protection for Financial Professionals and Their Clients.

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Protecting Your Practice & Your Clients

Client Centric Fiduciaries Play It By The Book

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Arbitrators, Litigators & Fiduciary Imitators

Legal Claims Against Financial Advisers & Insurance Agents

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Financial Misconduct As Defined by Evidence

Collecting the Proper Evidence to Establish Wrong Doing

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Selecting the Right Fiduciary to Design Your Captives Insurance Company

Most Advisers Don’t Qualify as a (CIC) Fiduciary

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Is Your Business A Candidate for Captive Insurance Companies

The Legal Requirements & Funding Levels to Create Captives Are Reasonable

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The IRS Perspective on Captives Insurance Companies

The Scrutiny of the IRS is Exposing the Shams, Scams and Shell Games

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The Tax Advantages of Your Own Insurance Company

Captive Insurance Companies Help You Manage Your Own Risk

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Be Your Own Insurance Company

Captive Insurance Companies, the Business Alternative

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The Elimination of RMDs using the Qualified Leverage Strategy

The Re-Characterization of Taxable Income to Non-Taxable Income

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The Dramatic Tax Savings Using the Qualified Leverage Strategy

Without Strategic Planning, Qualified Plans & Social Security will be Heavily Taxed

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Indexed Universal Life in Profit Sharing Plans

Indexed Universal Life Insurance Can Help Pay for the Cost of Converting to ROTH IRAs

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How a Profit Sharing Plan Works with Life Insurance

Life insurance in Profit sharing Plans has been a Neglected Product Line, But Not Any More

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How Indexed Universal Life Works

Investing in Indices has been called the Poor Man’s Portfolio; Using Indices in a Cash Value Life Insurance policy may be the Smart Man’s Portfolio

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Tax Favored Treatment of Life Insurance

The Tax Benefits of Life Insurance Work for the Living as Well as the Dead

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Women’s Issues Need to be Addressed

Women Disproportionately Suffer Economic Hardship as Widows

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Business Strategies That Work

Using Business Monies Wisely is a Bang for the Buck Proposition

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The Bond Alternative

Bond Accounts May Be Vulnerable to the Fed’s Interest Rate Upticks

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The One Percent Solution

Discounted Dollars Can Be As Low As Pennies on the Dollar