Have corporate planning discussions with confidence Even if you are not currently providing corporate planning, you will still learn a lot during this financial planning tutorial. After watching this financial planning tutorial, you will gain the ability to...
Learn to confidently discuss corporate planning opportunities with your clients May 14th's corporate planning webinar had over 500 Advisors register to attend. Attendees got to see two new and exciting planning capabilities during the Case Study — how to create a...
As everyone already knows, the new capital gain inclusion tax rules are planned to come into effect on June 25th of this year. Many of you, we have been told, are heading into the office this week not knowing what to show your clients. Questions Advisors are asking...
Let's begin by discussing the underlying reasons for financial planning. Although we recognize its benefits for clients, it's important to consider the genuine value of implementing a financial planning process for you and your practice. Why having a financial...
Case study on corporate life insurance Corporate-owned life insurance can be used as a tool not only to build wealth, but as an effective way to tax-efficiently transfer that wealth to beneficiaries. Corporately-owned life insurance policies can provide numerous...
It's never been easier to provide tremendous value to your corporate financial planning clients. Snap now enables the modelling of corporate Whole Life and Universal Life policies within its Corporate module, including the impact on the organization's CDA balance and...
The Financial Advisor's Tax Planning Guide As you help your clients work through the many stages and phases of retirement income planning, financial planning, and creating long-term projections, the importance of tax planning undoubtedly remains a top priority and...
Today, I'd like to share with you a few useful details on financial planning for business owners. Financial Planning for clients with corporations Integrating a holding company or an operating company into the personal retirement projections of your business owner...