|
TABLE OF CONTENTS |
|
|
|
BEST PROGRAMS |
|
|
|
FEATURED
BOOK |
|
Go Roth! by Kaye A. Thomas, is a complete guide to the rules and strategies for Roth accounts, organized around their life cycle, from the decision to use a Roth to the final liquidation of the account.
(Click here to order!)
This book is approved for state insurance CE, CFP®, CIMA and other advanced designations.
Need more CE? Visit us at
www.best-ce.com
(Use Promo Code
NLEM when ordering.) |
|
QUOTE OF THE MONTH |
|
"He is rich or poor according to what he is, not according to what he has." ~ Henry Ward Beecher |
|
SUBSCRIPTION |
|
To continue receiving our CE eNewsletter click here. |
|
CONTACT BEST |
|
E-mail:
info@best-ce.com
Phone:
1-800-345-5669
Address:
7137 Congress Street
New Port
Richey, FL 34653 |
|
Breaking News
Estate tax: Cancel the death knell - By Jeanne Sahadi, CNNMoney.com
senior writer
December 4, 2009: 7:18 AM ET.
A permanent estate tax extension was OK'd by the House may not pass muster in the Senate. But it is expected that lawmakers will keep the estate tax for good. -
Read More
Annuity Analytics: Back to Basics
Understanding what economists call the comparative statics is essential for motivating the tax deferral benefit and the role of “accumulation” annuities, independently of everything and anything else that is being included in the package.
- By Moshe A. Milevsky, Published in the 11/1/2009 Issue of Research Magazine.
In my recent travels through the world of retirement income planning, it seems to me that many industry participants have forgotten two important facts about the current economic environment.
Read More
Planning for Retirement
This task no longer ends when your clients stop working.
- By Shelley Kostrunek, CMFC, CRPC®, CLTC, ChFC®. © Advisor Today 2009. All rights reserved.
As millions of Americans retire, they move from a period of asset accumulation to one of distribution planning. The impact of this shift cannot be overestimated because this generation represents a significant portion of the current and future book of most advisors’ business. Born between 1946 and 1964, this group will need to plan for a retirement that could last over 30 years. So, it’s not only those close to retirement, but an entire generation as well that needs your help ensuring their portfolios will provide a lifetime of income. -
Read More
New Roth IRA Rules
Starting next year, a lot more people will be eligible to rollover IRAs into Roths.
But your clients don't know a whole lot about it. Do you? -
By Halah Touryalai,
Nov 1, 2009 12:00 PM.
On January 1, 2010, clients who were previously unable to convert their retirement accounts into Roth IRAs will be allowed to do so thanks to the Pension Protection Act of 2006. But many clients don't understand what that means for them. Now is the time to make sure they do. -
Read More
Top
Top 10 Financial Mistakes Advisors Make
“Before helping others, put your own oxygen mask first.” -
By Philip Palaveev, President/Owner, Fusion Advisor Network, Nov 25, 2009 7:30 AM.
That’s what they say on airplanes when instructing passengers on what to do in an emergency. It makes a lot of sense: If you can’t breathe, you can’t help others. Unfortunately, an alarming number of financial advisors suffer from personal financial “issues” that can interfere with their ability to help their clients. Personal financial problems can indeed cloud advisors’ judgment and can prevent FAs from making much needed investments in the practice. -
Read More
State CE Requirements
Delaware & Illinois CE requirements due early 2010
According to the Insurance Commissioner of the State of
Delaware, producer continuing education credits are due February 28, 2010. -
Click here to view your state's requirements.
Effective January 1, 2010, all Illinois resident producers who will renew on or after January 1, 2010 will be required to complete 24 hours of CE; three (3) of the 24 hours must consist of classroom ethics. -
Click here to view your state's requirements.
To assist you in completing Long-Term Care requirements, simply go to
www.bestonlinecourses.com/ltc and select the courses you need
for your state.
Free Downloads
BEST 2010
Financial Data Key
Our 2010 Financial Data Key includes valuable 2010
tax information such as Individual Income, Estate and
Gift Tax Rates that you can access quickly and easily. -
Click here to download and/or print the
Data Key.
For more
detailed tax information, please download our Free 2010 Pocket Tax
Guide at
BEST 2010 Pocket Guide.
Top |
