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Bill Kanter, J.D., MBA, has more than 20 years of experience in the field of estate planning, elder law and financial planning. He is a member of the National Academy of Elder Law Attorneys. Contact him at [email protected]
Articles by this author
A way for clients to increase their retirement plan contributions while paying less in income taxes.
January 2017 | FINANCIAL | Read Article →
An added income rider on an annuity
contract can be a godsend to your client’s
financial future, but producers must do
an honest job of explaining what these
riders do – and what they do not do.
December 2012 | ANNUITIES | Read Article →
For IRA clients under the age of 59 ½,
using the IRS Rule 72(t), advisors can
convert those funds into an IUL for
July 2012 | LIFE | Read Article →
Fifty-four percent of recent life insurance buyers were first-time buyers and those over 44 were more likely than younger buyers to be new clients—so, why the shift?
March 2012 | LIMRA INSIGHTS | Read Article →
So, clients didn’t all come rushing in to do a conversion to a Roth IRA. This universal life strategy just might grab their attention.
July 2011 | LIFE | Read Article →
Young people need insurance, but they cannot be reached in the
traditional ways. Producers have to go to their territory.
May 2011 | LIMRA INSIGHTS | Read Article →
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