Our Tax Guide contains tax information such as individual income tax rates, estates and trusts tax rates, Roth IRA annual contribution limits and much more...
Financial / Insurance
Calculators & Websites
A comprehensive list of online financial / insurance calculators and informational websites.
Whether an Agency has to manage their own compliance or Producers want to manage their licensing, Vertafore has them covered. ProducerEDGE and AgencyEDGE can meet specific licensing needs both quickly and easily on the web.
CFP Ethics Monthly
BEST’s CFP Ethics webinars are approved by the Certified Financial Planner Board of Standards, Inc. and meets the CFP Board’s Code of Ethics and Practice Standards mandatory two (2) credit hour Ethics CE requirement.