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BKA Digest April 26, 2018

NEW CHANGES TO ESTATE TAX EXEMPTIONS CAN THREATEN YOUR WILLS AND TRUSTS This year, the federal estate tax exemption jumped to $11.2M. And recently, the Maryland legislature increased the Maryland estate tax exemption to $5.0M (effective in 2019). So, with these...

Dave’s DI Dispatch: Vol. 42

The Key To Making Prospects Into Clients According to the April 2018 Broker World article, life insurance recommendations will come before that of disability income insurance. There are countless reasons to advise clients to buy life...