Broker News

Business Planning

Why would it be important when first meeting with a business owner to find out how their corporation is structured? The answer is simple: it greatly affects the opportunities that the client has as far as tax-efficient planning. If you are new to business planning, this advanced sales comment is a must read.

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Charitable Giving

This strategy overview touches on the aspects of charitable giving and the various techniques. 

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 2018 Federal Tax Information

This brochure provides 2017 Federal Tax Information ranging from standard deductions to individual income tax rates.

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Single Premium Whole Life insurance, (SPWL-2013, ICC13SPWL and ICC13SPWL in North Carolina), is a participating, permanent single premium life insurance policy issued by Massachusetts Mutual Life Insurance Company, Springfield, MA 01111-0001.