Case Strategy: Increasing Cash Flow

Have your clients follow the story of Steve and Judy Clark's investment into a charitable remainder trust (CRT). From the benefits of having extra cash on hand, to being able to live out their lifelong dream of giving charitably to the boys and girls club, this case study will speak to your client's desire for strategic financial planning around their retirement!

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Life Insurance and Charitable Giving

There are several tax and philanthropic reasons to use life insurance for charitable giving. Giving life insurance to a charity may allow you to make a larger gift than you otherwise could afford. Further, the government encourages charitable giving by providing tax advantages for certain charitable donations. This means that both you and the charity could benefit from your donation.

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The Investor360°® Mobile App Is Now Available!

Great news! There’s now an even better way for you to stay up to date with your accounts while on the go: a new Investor360°® mobile app for smartphones and tablets. 

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Market Update for the Month Ending October 31, 2015

October sees a return of market strength

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