Cannon Financial Institute
Vol. 3 Iss. 9 - September 2011 -

Practice Management - Brand Management

Successful Advisors recognize the value of creating a brand that identifies them to their target market and distinguishes them from their competition. But creating a brand is just the beginning.


Planning Ideas - To Rollover or Not to Rollover

Clients may become eligible to receive distributions from qualified retirement plans upon termination of employment during their working years or at retirement.


Taxes - New Guidance on Election Out for 2010 Decedents

The Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010 reinstated the federal estate and generation-skipping transfer tax for decedents dying after 2009.


More Planning Ideas - Life Insurance in a Qualified Plan

Why would you ever advise a client to put a tax shelter in a tax shelter? Should life insurance be purchased in a qualified retirement plan?