tax law changes

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  How to gain clients through CPAs, part 2

  By Kerry Johnson  |  April 4, 2013

  These three techniques will help you build the right CPA relationships and gain access to more affluent prospects.

• Are you overlooking those who may need you the most?

  By Charles K. Hirsch, CLU  |  October 1, 2012

  Three top producers explain how they thrive by focusing on the needs of middle-income clients. Let their example be your guide to success in this vastly underserved market.

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  Why we chose the middle market

  By Charles K. Hirsch, CLU  |  September 26, 2012

  Three successful producers talk about why, and how, they're serving the middle market.

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  Across the Globe, the Regulatory Vise Tightens

  By Warren S. Hersch  |  June 18, 2012

  During the 2012 annual meeting of the MDRT, members from Australia, Canada, the U.S. and the U.K. explored regulatory, practice management, and product issues and trends.

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  What is a L.I.R.P.?

  By David C. McKnight  |  June 1, 2012

  A life insurance retirement plan can give your clients the tax-free advantages of a Roth IRA — with fewer hassles.

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  What's a L.I.R.P.?

  By David C. McKnight  |  May 11, 2012

  A life insurance retirement plan can give your clients the tax-free advantages of a Roth IRA — with fewer hassles.

• The Current State of Estate Planning

  By Charles K. Hirsch, CLU  |  April 1, 2012

  If you ever need a reminder of how the United States’ political climate affects your work as a producer, think for a moment about where estate taxes stand right now.

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  Estate Planning for Beginners

  By Charles K. Hirsch, CLU  |  March 30, 2012

  Three top producers talk about what it takes to break into estate planning and the value of a good team in this line of work.

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  Today's Opportunities in Estate Planning

  By Charles K. Hirsch, CLU  |  March 19, 2012

  Three top producers weigh in on the risks for and opportunities in estate planning, today and in the future.

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  Proposed Budget Leaves Businesses with Questions

  By Joyce Rosenberg  |  February 17, 2012

  President Barack Obama's proposed federal budget is a disappointment to the National Federation of Independent Business. The advocacy group that represents small companies says it leaves owners guessing about what to expect in the future on taxes and regulations.