CD Type Annuities » Services

How do I deduct investment advisory fees paid for professional investment services on my 2008 federal taxes?

Editor — Mon, 24 May 2010 18:34:23 +0000

What form do I use?
Is there a limit to the fees (I payed about $8K for investment fees)?
Do the fees get bundled into other “deductoins” so that I have to meet a threshold of expenses?

Thanks all!

How do I deduct investment advisory fees paid for professional investment services on my 2008 federal taxes?

Editor — Mon, 24 May 2010 18:34:23 +0000

What form do I use?
Is there a limit to the fees (I payed about $8K for investment fees)?
Do the fees get bundled into other “deductoins” so that I have to meet a threshold of expenses?

Thanks all!

Why do financial institutions open brokerage accounts, if they offer brokerage services as well?

Editor — Fri, 21 May 2010 12:35:06 +0000

Ex. Say Bank A, who offers annuity investments, in Santo Domingo opens a brokerage account with Merrill Lynch in the US. Why would it do that if it can just trade and clear directly thru the institution?

Know anything about Ameri-Life and Health Services in Brooksville, FL?

Editor — Thu, 15 Apr 2010 04:35:57 +0000

This company is trying to get me to trade-in my IRA annuties for a Indexed annuity through American Equity Insurance Company. I will lose money, surrender value on my present annuity but gain 10% on their’s. Is this a reputible company?

Is a guaranteed 5% index annuity a good deal?

Advice on Insurance and Financial Services Career(s)?

Editor — Tue, 06 Apr 2010 15:42:36 +0000

It looks like I am about to test for the Life & Health (license) in my state (Virginia). I have twice before held a Property & Casualty (though it was not for the purpose of selling insurance). The P&C, studying and exam wise (by my account, and virtually everyone I ever spoke to about it), was rather difficult. I am told by everyone now that the Life & Health is not nearly as difficult. Is this anyone elses experience? Is it advisable to perhaps simply go to the library, work from the internet, and learn enough to pass the exam? Also, I am looking at (hoping for) the possibilty to work in annuities and other financial products – however I am not even exactly sure what an annuity is (lol). Can anyone explain an annuity and offer any other advice about the industry (Life & Health, financial services, etc.)?

I appreciate all responses – thx! – g.

Can letters of protection be used for debts other than medical services?

Editor — Fri, 05 Mar 2010 00:31:36 +0000

have an annuity payment from a settlement coming in at the end of the year and want to pay a debt that has been lingering for a while.
haven’t had the letter issued yet. the annuity payment comes in January and will more than cover a debt I have with a creditor.

Retirement Planning : About Financial Planner Services

Editor — Wed, 18 Nov 2009 10:33:10 +0000

A financial planner can help a person decide how much insurance they need, how much money they need to save and what vehicles to put their money in to accomplish these goals. Discover how to use a …

Securities Commodities And Financial Services Sales Agents

Editor — Thu, 05 Nov 2009 23:33:26 +0000

Securities and Financial Sales Represenatives are often called Stock Brokers. But stocks are only one of the financial products they sell. Municipal Bonds, Options, Annuities and shares in federa…

Annuity Financial Services

Editor — Tue, 20 Oct 2009 07:31:38 +0000

http://www.AnnuityProShop.com has free report for annuity financial services agents wanting higher commissions. Annuity Financial Services is easy with these tips.

Primerica Life Insurance Annuities White Plains Ny Primerica Financial Services

Editor — Sun, 18 Oct 2009 03:44:52 +0000

(914) 328-5570 Primerica Life Insurance Annuities White Plains NY Financial Services Investments Mortgages Opportunity Debt Elimination Consolidation Long Term Care Business Mutual Fund Home Mortga…

Sellers Financial Advisors, Inc. – Financial Services – Idaho Falls, Idaho

Editor — Mon, 28 Sep 2009 12:31:29 +0000

Sellers Financial Advisors is located at 545 Shoup Ave Suite 101, in Downtown Idaho Falls.

Our products and services include: Index Annuities, Living Trusts, Reverse Mortgages

We are open from 9:…

The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer

Editor — Thu, 24 Sep 2009 10:01:34 +0000

ISBN13: 9780814480526
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Product Description
In The Million-Dollar Financial Services Practice, author David J. Mullen, Jr. reveals how to become a top-producing financial advisor using the method he has taught at Merrill Lynch and is famous for in the industry. This comprehensive book combines marketing, prospecting, sales, and time management techniques into a system that will help readers build a successful and lucrative practice. Mullen gives financial advisors all the tools and guidance they need to: * get the appointment * build relationships * convert prospects to client * retain clients * use niche marketing successfully * balance current clients and prospects * increase the products and services each client uses * attract millionaire clients … More >>

The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer

Gallegos Insurance Services- Reverse Mortgages In Santa Ana,

Editor — Fri, 18 Sep 2009 18:25:53 +0000

We Are Proud To Be Serving Our Community With Their Insurance Needs For The Past Decade. We Offer A Broad Variety Of Coverage Plans With A Focus On Health Care Policies. Call Today (714) 542-1478.