by Michael Brohawn | Nov 23, 2020 | Wealth Advisor Resources
Whole life insurance is considered the “most expensive” life insurance you can purchase – at least initially. The policy provides significant guarantees. If the premium is paid in full each year, the policy is guaranteed to endow (cash value equal to death benefit)...
by Michael Brohawn | Nov 13, 2020 | Wealth Advisor Resources
An article in the Financial Times announced, “profoundly low interest rates are here to stay,” which should cause investors to “recalibrate” assumptions with their investments. (1) On July 31st the Federal Reserve lowered interest rates for the first time since the...
by Michael Brohawn | Nov 8, 2020 | Wealth Advisor Resources
There is nothing more frustrating, no matter what business you are in, then to spend hours with a client or prospect you feel you have “sold” on your idea and then not have them move ahead. After all, you know your solution is right. Why don’t they? I recently came...
by Michael Brohawn | Nov 8, 2020 | Life Insurance Strategies, Wealth Advisor Resources
An article in the Financial Times announced, “profoundly low interest rates are here to stay,” which should cause investors to “recalibrate” assumptions with their investments. On July 31st the Federal Reserve lowered interest rates for the first time since the...
by Michael Brohawn | Oct 21, 2020 | Wealth Advisor Resources
The Tax Cuts and Jobs Act Of 2017 signed into law by President Trump drastically limited the number of estates affected by federal estate taxes through raising the federal estate tax exemption from $5.49 million to $11.18 million. With the higher exemption it has...
by Michael Brohawn | Oct 1, 2020 | Life Insurance Strategies, Wealth Advisor Resources
Are you like me? You can’t pass up the urge to buy a new book but never seem to find the time to read them all? Are unread books stacking up on your bedside table or office desk? Relax, there are those who believe your book buying is a “badge of honor.” (1) Why? The...
Recent Comments