Cannon Financial Institute
Vol. 6 Iss. 7 - July 2014 -

Practice Management - Focusing on Women Investors

Advisors are on the search for an underserved market niche. It may surprise you to know that recent research shows that Women Investors are one of the most underserved markets.

Planning Ideas - Inherited IRAs and Bankruptcy

A court case examines the issue of whether inherited IRAs are subject to claims of the beneficiary’s bankruptcy creditors. This one favors creditors.


Practice Management - Cutting the Jargon

Financial and legal jargon can be both a tool for effective and efficient communication, as well as a significant barrier to understanding. The audience determines the effectiveness and efficiency of jargon.


Taxes - Don’t Trip On This

Life insurance continues to be a unique financial product, both in the way it operates and the way it is taxed. Life insurance can be of great value to affluent clients.