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Articles tagged with ira


Commercial Lines Marketing Plan: Part Ii

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CMEditor
The previous article (Creating A Successful Plan For Marketing Commercial Lines Part I), presented information about the matrix of the agency book of business, the review of the book of for account development, and a review of company programs and products. In this second of a three-part series, Jack Fries focuses on selecting a proper market.

Does Your Newborn Need Life Insurance?

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ErinCarlson
You've recently welcomed a baby into your family, and now you're ready to plan for your child's future. You already know that life insurance is a wise financial decision for you, but does your newborn need life insurance?

Educate Your Children about Money

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ErinCarlson
Want to make sure your little one grows up to be a money genius? It’s time to get to work. You might be thinking, “But my son just mastered potty training!” However, it’s never too early to start grooming your child into a money-managing pro. Although your children will probably learn the basics about money in school, it’s up to you to teach them how to manage their finances. Here are a few tips to help you raise a money-managing genius.

Financial Services - Iras

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CMEditor
FINANCIAL SERVICES - IRAS Dear (Customer Name): What are you going to do when you retire? Travel? Move to a quiet area and relax? These are reasonable plans for individuals reaching retirement age. ...

Financial Services - Iras

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FINANCIAL SERVICES - IRAS Dear (Customer Name): Individual Retirement Accounts (IRAs) have always been a good investment - even with the tax changes. Income earned on an IRA remains tax-free, and th...

From Estate Tax Trap To Tax Victory

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CMEditor
FROM ESTATE TAX TRAP TO TAX VICTORY by Irving Blackman You hear it all the time: 'Tax law is too complicated.' Well, it is. My job is usually to explain complex tax law in understandable langu...

Identifying Annuity Prospects

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CMEditor
Annuities are presently the source of nearly half of Life companies' premium income. A couple of decades or so ago, the figure was just 11%, according to a recent Life Insurance Management Research Association (LIMRA) study.

Springtime Questionnaire

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CMEditor
SPRINGTIME QUESTIONNAIRE Check if yes: Home YES ...

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