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Advanced Planning Articles
Tom Virkler is committed to exploring the latest trends and opportunities in the advanced planning realm. He is frequent contributor to major industry trade magazines. Click the links below to read some of the articles, and check back often, as we're adding more as published.
March 2010 - Broker World: The Need for Annual Policy Review
May 2010 - Insurance News Net: Turning BAD Life policies into GOOD Annuity Sales!
June 2010 - National Underwriter: Planning for Family Business Transition
July 2010 - Journal of Financial Service Professionals: Basic Executive Compensation
September 2010 - NAIFA's Advisor Today: Expanding Options for Long Term Care Funding
November 2010 - Insurance News Net: Gift Wisely - Timing is Everything with Taxation
November 2010 - Broker World: Marketing to Indispensible Business Owners
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