Life
Are You Selling Your Clients Short? by Greg Schwabe
When selling life insurance, it’s easy to convince ourselves that the lowest price gets the order. Even though a client may make it clear, price is what they’re looking for, we may be selling them—and ourselves—short.
Making the Case for Some Current Tax Planning by Tony O’Kussick
The average top marginal tax rate in the 70’s was 70.17%; in the 80’s 48.4%; 90’s 36.72%; 2000’s 37.44%, and 2010-2020 38.4%. While the current 38.4% sure looks to be on the low side, we have just spent $2.3 trillion on COVID-19 (that is trillion with 12 zeros!).