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The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
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Expert Perspectives is the home to the voices of industry leaders, as they share their expertise and insights directly from the field.
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Long-term care insurance has been a difficult product to sell for some time, and recent events have called its marketability further into question.
Multi-tasking is not just part of our workday, it should be part of our overall philosophy of serving a new multigenerational work force.
The first step in developing benefits for this new work force is to truly understand the unique perspectives of each audience.