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Continuing Education
Continuing Education

Continuing Education Credits from the Kansas Department of Insurance The Truth About Estate Planning Workshop™, Retirement Plan Review Program, Nuts ‘N Bolts I (Overview) and Nuts ‘N Bolts II (Trustee Training) have been approved by the Kansas Insurance Department to earn ...

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Blog Posts in 2018

  • What Is a Management Succession Plan, and Why Do I Need to Make It Part of My Business Plan?

    A management succession or business continuity plan is the blueprint for implementing your exit strategy. It specifically directs who will operate, or ...

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  • The Loan that Keeps on Giving

    Betty had been a client for over 15 years. Her only daughter and her husband were deceased. Betty had two grandchildren whom she cared for deeply. ...

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  • Outgrowing the Sole Proprietorship

    Jerry Sims started his small business from scratch, and has always run it as a sole proprietorship. Now that his revenues have become predictable, and ...

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  • IRS Issues Long-Term Care Premium Deductibility Limits for 2018

    The Internal Revenue Service (IRS) is increasing the amount taxpayers can deduct from their 2018 income as a result of buying long-term care ...

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  • Crisis Planning

    Many families wait until their loved one (mom, dad, sibling, etc.) develops a disability issue that requires full-time assistance. That assistance can ...

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  • The Portability Election Panacea?

    A quick explanation of the IRS portability rule: When the first member of a married couple passes away, the surviving spouse may carry over any unused ...

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  • Asset Protection Trusts Offshore

    When an affluent individual or family has very high potential for liability and lawsuits (such as a physician), domestic asset protection strategies ...

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  • LifeSpan™ Corner

    Annual Family Reunion™ Client Update Program™ Educational Workshops Audio / Video Library DocuBank®

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  • The Role of Sales People in Your Business

    The role of sales in any business is to develop prospects and close new business. It is the primary source of revenue, and though expense management ...

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