Articles

This page is full of useful articles. It has been sectioned into different topics to help you focus on specific areas of training. Please feel free to browse through any or all the sections. For other training tools visit the Educational Center page and the Software Page.

Income Tax Planning Tools
	2006 Tax Reference Sheet
	2007 Tax Reference Sheet
	Income Tax Planning Training
	1040 Training
Social Security Training
	Avoiding the Social Security Benefit Tax
	Social Security Benefits Worksheet
	Social Security Brochure - Kramer
	Social Security Income with Annuities
Probate Planning
	Probate Maze
	Understanding Probate
	Ways to Avoid Probate
Arbitrage and Stretch Concept Related Articles
	Annuity Funded Life Explanation
	Annuity Funded Life Insurance - ILIT
	Stretch IRA
	Multi Generation Stretch Explanation
	When Your IRA Becomes a Tax Time Bomb
Product Training & Info
	ABC's of Annuities
	Bonus Annuities and How They Work
	EIA Simple Client Explanation - 10 slides
	Understanding Equity Indexed Annuities
	SPIA Explanation
	Real Rate of Return
	Reasons Why a Fixed Annuity is Perfect
Life Insurance & Estate Tax Reducing Planning
	Kettley Supporting Documentation
	Advanced Estate Planning
	Life Insurance & Estate Tax Planning
	Basic Estate Planning
	The Estate Planning Problem
	IRA
	Life Insurance & Annuities
	Current Income Tax
	Investments
	Estate Tax Freezing
	Charitable Giving
Other Articles and Readings
	How Baby Boomers Are Likely to Affect the Stock Market
	The Annuity as a CD Alternative
	Money Talks
	Life Estate Deed Example
	Practical Application of Transferring Funds