Feb 9: BHC offers three proven leads programs: one for middle income, a second for upper-middle & the affluent, and the third for small business owners & their employees. These qualified leads will boost sales BUT first you must be in front of them on a favorable basis. There are two choices: (1) you set the appointment, or (2) use our appointment setting service. This invitation-only training is available only to program participants. If more sales is what you need then …
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Life Insurance as a 401(k) Alternative
Feb 10: Sometimes common sense is not common – especially in 401(k) retirement planning. Your normal “common sense” 401(k) approach says that “tax-deferred” equals “tax efficient”. However, do clients know that when they withdraw the funds from their 401(k), they will likely be in a higher income tax bracket? An increasing tax environment, mounting federal deficit and inflationary pressures will all complicate the tax situation of 401(k) participants …
