Category: Advice
Written by Advisor Dashboard
Presenting on 2015 year-end tax planning techniques to investment advisors, Bob Keebler deftly straddles a fine line for financial professionals who are not tax advisors. In this session, Keebler gives the right blend of advanced and basic techniques needed to equip investment advisors with tax knowledge to respond intelligently to clients’ tax planning needs.   Bob covers year-end planning techniques from many angles. He draws on real cases he’s handled for business owners,...
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Category: Advice
Written by Advisor Dashboard
Prudential Financial, one of the largest life insurance organizations in the U.S., sells no-lapse universal life policies that are competitively priced in today’s market. However, if you follow the premium schedule that the agent proposes, you will probably be a fool.  
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Category: Advice
Written by Advisor Dashboard
Robert Keebler, one of the nation's leading educators of lawyers and accountants, explains tax-efficient strategies investment advisors must know to advise clients on retirement income planning. Keebler earned an impressive 4.8 star-rating from attendees, one of his highest ratings since he began providing professional education for financial advisors on Advisors4Advisors over four years ago. When you see a product on Amazon with a 4.8 star-rating, you can be fairly confident in buying it....
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Category: Advice
Written by Advisor Dashboard
Robert Keebler, Keebler, a CPA from Green Bay, Wisconsin, explains tax-efficient investment strategies, perhaps better than anyone. At a recent webinar, Keebler plainly explains strategies and techniques that investment advisors must know to advise clients on retirement income planning. Keebler earned a 4.8 star-rating from attendees, one of his highest ratings since he began providing professional education for financial advisors on Advisors4Advisors over four years ago. Retirement...
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Category: Advice
Written by Advisor Dashboard
Indexed universal life (IUL) is a type of cash value life insurance that has flexible premiums, itemized policy charges and a credited interest rate that is based on the performance of an index such as the S&P 500. Its market share has grown from almost nothing a decade ago to about 20% in 2014, with new premiums of about $1.6 billion. This growth has come at the expense of no-lapse universal life and non-indexed, nonguaranteed universal life.   The growing IUL sales have been...
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  3. Knock Out The Competition With Tax-Efficient Investing Automation
  4. What Is the After-tax Rate of Return on a Tax-deferred Investment?

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