Cannon Insights - January 2012

Vol. 4 Iss. 1 - January 2012 - www.cannonfinancial.com
Planning Ideas - Re-characterizing a Roth Conversion

Things don’t always work out as planned. When that happens, our clients sometimes want a "do-over." Unfortunately, reversing a bad decision is not always possible.

Practice Management - Why Coaching Matters: 10/80/10 Principle

Only a small percentage of people are naturally self-starters. There is a basic principle that we have found to be true in almost every organization.

Planning Ideas - Life Insurance Cash Values and Retirement Planning

A planning strategy promoted by life insurance marketers involves the purchase of life insurance primarily for cash value accumulation.

Taxes - Tax Court Rules on Crummey Withdrawal Powers

A common planning tool is the irrevocable life insurance trust. The trust is often funded with no other asset than a life insurance policy insuring the grantor’s life.

Planning Ideas - Keep Your Exceptions Straight

You would think they could make it easier. It’s challenging to keep track of the basic tax rules applicable to distributions from IRAs, non-qualified annuities, etc.

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January 26th at 2:30pm ET -- Register
FREE Webinar: Building Self Starters: What You Must Know to Create High Performance

Every leader wants a team full of self starters. The reality, though, is that most people are not naturally self starters. In this thought provoking and practical webinar, John Brantley will reveal the key coaching strategies and steps that you must take to turn average producers into self starters who drive their own performance. Limited Spaces

Cannon Schools in San Francisco, CA:
February 27-28, 2012
These shorter sessions provide maximum return while minimizing time away from work and family.
Classes offered in San Francisco:
    Cannon Personal Trust - Issues & Updates
    Certified Wealth Strategist® Program of Study
    Accredited Investment Fiduciary®

LiveOnline™ Classes:
Cannon Trust I & Trust II start Mar. 5th
Cannon Trust Fundamentals starts Mar. 16th
Retirement Plan Services starts Mar. 23rd
Can't make it to the classroom? Cannon’s LiveOnline™ courses have the same up-to-date subject matter presented by the same dynamic experts who deliver our traditional classroom instruction. They offer the most comprehensive, current and practical training available with no travel expense. Limited Spaces

2012 Estate Planning Teleconference Series Since 1999, this series has been the premier source of current information about estate tax law changes and current trends in the marketplace. Join us on these monthly teleconferences as we cover vital issues affecting wealth management and estate planning professionals and help you decide how best to serve your clients and customers.

Wealth Management eLearning Program
Go beyond the investments and address each of the 13 Wealth Management Issues your high net-worth clients are facing. Cannon's Wealth Management eLearning program gives you the scripts, decision trees, and tools you need for better, more effective client conversations in 2012.