What might you be guilty of doing that could potentially disqualify your 1031 exchange transaction? Here are a few reasons you could be putting your exchange at risk. Choosing a Qualified Intermediary that is actually a disqualified person. Someone who is acting as your agent at the time of the transaction is disqualified from acting … Read more
Taxes… Say that word and many people will start to groan when they hear it …and with good reason. To begin with, paying annual taxes is usually a financial burden for most people. Each time you review your paycheck, you might feel cheated or abused, considering the federal income tax withholding amounts (let’s not even … Read more
As a small boy my mother would often ask why I did something. Of course the answer was because my friends had done it. Her answer was always “if they jumped off the roof would you”? Now if we ask ourselves the same question about our marketing plan, does it deserve the same answer? I … Read more
Have you filled up the gas tank lately? If you have then you know it is a pain at the pump for everybody in America. But the real pain is something most middle Americans don’t even know about, and I’m not even talking about the 47% of the country that does not pay taxes. No, … Read more
Marketing for annuity leads should never be one sided nor narrowly focused. Concentrating on just seminars, radio or direct mail as an only source of lead generation is a mistake. Marketing companies attempting to interest their agents (and new agents) with the latest and greatest marketing plan is just not good marketing sense. Marketing plans … Read more