Life insurance can be a powerful solution to mitigate rising income tax obligations, especially with tax increases likely around the corner. Download our latest white paper for more details.
Lion Street’s Vice President, Advanced Sales & Design, Michael Fontanini, MT, CFP®, CLU®, joins fellow presenters, Bruce Steiner and Denise Appleby to discuss the new rules brought about by the SECURE Act and provide practitioners with action to take and suggestions on how to help clients plan for retirement given the changes made by the law. Watch replay here.
Two new bills introduced by Senate Democrats provide a glimpse of potential tax increases. Download this insightful one pager to see what the impact of the proposed legislation might mean for affluent clients.
