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Access a marketing platform designed to establish advisors as subject-matter experts in tax planning for retirement.When addressing income planning for clients, taxes can pose a significant threat if not handled […]

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What a year it's been for Fixed Indexed Annuities! What worked? What didn't? And why? Join the Standard's Paul Garofoli with special guest, Robert McNamara, CFA, Senior Director- Wealth Management […]

Year-end is approaching, but there's still time to maximize savings for your business owner clients by implementing a qualified plan. Don't miss this opportunity to help set the foundation for […]

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HOST: Vincent Munno WHEN: Every Last Monday of the Month @ 1pmET https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g

First Wednesday of Every MonthRegister once, and event should appear as recurring on your calendar.Register Here: https://ufc-bz.zoom.us/webinar/register/WN_ymlvfpkrROuhafka4u5P7A

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Strategies for prospecting and establishing retirement plans for business owners and their employees that comply with new state-mandated rules and that offer tax credits/deductions to business owners.REGISTER

Vice President Jay Kautt, will enlighten you more about the Qualified Charitable Distribution and how it may apply to your clients, Roth conversions (the 5-year rule), Secure Act 2.0. and […]