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    Bill Jackson J.D. CLU

    Director of Advanced Markets & Development for Partners Advantage

    Recent Posts

    How to Prioritize Long-Term Care Insurance (LTCi) Options for Clients

    Posted by Bill Jackson J.D. CLU on Wed, Mar 18, 2020 @ 12:00 PM

    It is important that financial professionals understand the financial product options that have the potential to provide financial resources to offset the cost of a long-term care event. However, it’s not enough just to understand what the options are…

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    Tags: long term care, living benefits

    How to Help Clients Leave a Legacy (Without Using a Stretch IRA)

    Posted by Bill Jackson J.D. CLU on Wed, Feb 12, 2020 @ 12:00 PM

    When clients think about leaving a legacy for their children, they have several choices. In the current environment there is a high probability the earmarked asset is an IRA account. With the passing of the SECURE Act, that could pose a problem. Here’s why:

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    Tags: IUL (indexed universal life insurance), Inherited IRAs, best sales techniques

    Keep it Simple: Structuring an Annuity that Helps Protect Your Clients

    Posted by Bill Jackson J.D. CLU on Wed, Dec 18, 2019 @ 12:00 PM

    As annuities gain momentum in the retirement income arena it is important to make sure that they are set up correctly. Failure to do so could deny your clients the full range of annuity benefits.

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    Tags: annuity

    The Long-Term Care (LTC) Crisis: A Major Risk to Retirement Outcomes

    Posted by Bill Jackson J.D. CLU on Wed, Oct 30, 2019 @ 12:00 PM

    As many in our society near retirement age, a major worry is whether their income will last through retirement and if their desired outcomes will be in jeopardy due to a long-term care event. Is that likely?

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    Tags: long term care, living benefits

    Planning for College Costs While Preserving the Retirement Nest Egg

    Posted by Bill Jackson J.D. CLU on Wed, Oct 02, 2019 @ 12:00 PM

    College costs are substantial enough to have the potential to compromise the parent’s retirement plans or produce burdensome debt for the college student. The costs can range from $100,000 for some local state-supported universities to $280,000 for many prestigious private schools. Most parents with pre-college age students range in age from 40 to 60 years old and most are concerned with how much college will cost.

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    Why Your IUL Illustration May Require a Second Look

    Posted by Bill Jackson J.D. CLU on Wed, Sep 04, 2019 @ 12:00 PM

    Although the general trend in product popularity has stayed the same with little change in the market share for Indexed Universal Life, Whole Life, Guaranteed Universal Life, and Term,  there are certain aspects of the life insurance space that are changing dramatically. 

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    Tags: IUL (indexed universal life insurance)

    Understanding Two Types of Life Insurance Premium Finance Options

    Posted by Bill Jackson J.D. CLU on Wed, Jun 12, 2019 @ 12:00 PM

    Premium financing can be a valuable financial tool, but the strategies behind it can be complex. Before you discuss the topic with a client, you need a clear understanding of premium finance options because this must be set up and managed correctly.

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    Tags: IUL (indexed universal life insurance)

    Top 4 Succession Options Producers Can Share with Business Owners

    Posted by Bill Jackson J.D. CLU on Wed, Apr 03, 2019 @ 12:00 PM

    The business market can be one of the most lucrative but under served segments for financial professionals. One of the most difficult scenarios business owners face is the solely owned business. Without another major owner to participate in a traditional buy out, many businesses end up being liquidated at little value with a negative impact on the employees.

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    Tags: practice management

    Tax Deduction Limitations of IRC Sec. 199A for Financial Professionals

    Posted by Bill Jackson J.D. CLU on Wed, Mar 13, 2019 @ 12:00 PM

    Final regulations from the Internal Revenue Service (IRS) may impact the application of pass through income deductions for financial professionals. The Tax Cuts and Jobs Act (TCJA) is one of the most sweeping tax changes in 35 years. It provided major tax benefits for financial services businesses along with lower taxes for many individuals.

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    Tags: taxes

    Tax Cuts and Jobs Act Strategies for Financial Services Businesses

    Posted by Bill Jackson J.D. CLU on Wed, Feb 20, 2019 @ 12:00 PM

    Tax Cut and Jobs Act (TCJA); short for “An act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.” What a mouthful! I think we will stick with TCJA. One of the major areas of complexity in this new law, is its application to pass through entities. 

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    Tags: taxes, retirement strategies


    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.