6 Months of Ideas & Thought Leadership for 2025
Summer is in full swing, and we hope this correspondence finds you and your family enjoying summer festivities and travel – wherever your plans may take you. With kids and […]
A Convenience Conundrum: Underwriting in a Telehealth-Capable World
Living in an era of convenience has undoubtedly impacted nearly every aspect of our lives. Need groceries? Place a digital order in the morning for a delivery before dinnertime. Your kid […]
We Don’t Talk About This Enough!
I recently read an article by Ashley Terrell, IAR in Kiplinger Magazine entitled Widow’s Penalty: Three Ways to Protect Your Finances. It is well written and lays out some very real financial problems and […]
Case Design Custom Comparison Options
Our Case Design team’s custom comparison tools are an important resource that help AgencyONE 100 advisors present their cases clearly and efficiently – highlighting the most competitive solutions in a […]
Two Alternatives to a Non-Qualified Deferred Compensation Plan
In the April, 2025 Advanced Markets ONE Idea, I discussed that I often get calls from advisors telling me that their client, “John”, an S-Corp owner, wants to implement a […]
The Tax Continuum
“I have a client who wants to implement a Deferred Compensation Plan”. I cannot count the number of times, over the course of my career, that I have had a […]