Upcoming Webinar
WA Trust Act: Should I Stay or Should I Go?
Thursday, June 24th, 2021 at 10a PT
Washington state is implementing a payroll tax to fund long term care. There is a one-time opt-out opportunity available now. Join BuddyIns CEO Marc Glickman and Account Manager Andy Wayt for an important discussion for those who work in Washington. Get your questions answered live during the Q&A portion of the webinar.
Don’t miss this session!
Featured
The Top 3 Myths of Annuities
On today’s episode of The Insurance Experts, it’s my pleasure to have on once again, Sheryl Moore. As you may recall from our last interview, Sheryl is an annuity expert. She is frequently debunking annuity myths. Today we tackle the top 3 myths that Sheryl comes across.
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Combo Retirement Plans to Create a Tax Deduction for Business Owners
Marc Glickman interviews David West who is a qualified retirement plan expert. They discuss how business owners can combine defined contribution and defined benefit retirement plans to maximize tax deductions.
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A Creative Way to Use Annuities to Fund LTCi
Marc Glickman interviews Mike Padawer about tax-free 1035 exchanges to create a more efficient way to find an LTCi plan.
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