If you're looking to mitigate the impact of volatility on client portfolios without increasing risk, a covered-call option may offer downside protection if used properly.
“Tax audit” is a phrase that ranks with root canal and blind date to cause panic and stress
When clients experience serious health issues, relationship breakdowns or death of life partners, advisors play an important role in helping them through.
Life insurance can be an effective tool to mitigate estate taxes on your client’s portfolio.
Life insurance can be an effective way to transfer wealth from one generation to another.