Tag Archives: Annuity

C-L-A-T

Brendon DeRouin discusses the potential advantage to a Charitable Lead Annuity Trust for retired individuals. Continue reading

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The Weekly Brew- Secure Retirements

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The Weekly Brew- April 3, 2017

Quarter 2 marks the end of tax season and the peak time of year for CD renewals. Check in with your clients and with a fresh idea. Continue reading

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The Weekly Brew- Covering LTC costs

Several ideas for ways to cover the costs of long term care and protect client assets Continue reading

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