Being Elevated To the Board is Both Prestigious and Potentially Liable

Defending Client Data From Theft is a Twenty-First Century Nightmare

The Liability of Your Employee’s Actions

Umbrella Policies are the First Line of Defense

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

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

Client Centric Fiduciaries Play It By The Book

Legal Claims Against Financial Advisers & Insurance Agents

Collecting the Proper Evidence to Establish Wrong Doing

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

The Legal Requirements & Funding Levels to Create Captives Are Reasonable

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

Captive Insurance Companies Help You Manage Your Own Risk

Captive Insurance Companies, the Business Alternative

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

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

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

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

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

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