Differences Between Asset Targets & Production Targets for a Broker

Insurance brokers and financial advisors commonly work as independent contractors and rely heavily on their ability to generate new business and acquire new clients. A steady flow of qualified prospects is essential for a broker's success.

Additionally, selling insurance to new clients and opening new investment accounts is typically the only activity that results in compensation for brokers. Production and asset targets are fixed figures set by insurance carriers and investment firms, each one directly affecting a broker's earnings.

How to Calculate Interest Credit on an Equity Index Annuity

Annuities are retirement investment vehicles managed and maintained by life insurance companies that provide you with an income stream. Equity indexed annuities are a specific type of annuity product that contain features of both fixed and variable products, and link your account value to a stock market index. Calculating the interest credited to your equity indexed annuity is relatively simple, but the complexity of your particular contract ultimately determines the difficulty of the task.

Taxes on Shares Sold on Life Insurance

Article originally published on The Motley Fool
09/23/2011

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How to Buy a Silver Stock Direct Investment

Article originally published on The Motley Fool (09/21/2011)

Taxes on Inherited Money from Non-Qualified Investments

Article originally published on eHow Money
09/21/2011

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How Much is the Penalty for Cashing Out a Florida Investment Plan?

Article originally published on eHow Money
09/19/2011

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Tax on a Non-Contributory Retirement Plan

Article originally published on The Motley Fool
09/18/2011

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Tax on an Inherited Insurance Annuity Payout

Article originally published on The Motley Fool
09/18/2011

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Tax Handling of Inherited Annuity Payments

Article originally published on The Motley Fool
09/14/2011

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How to Create a Comprehensive Personal Financial Plan

Comprehensive personal financial planning involves an analysis of your entire monetary situation. Everything from insurance to investments, including retirement and college plans, must be evaluated and considered.

You must determine where you stand with the policies, plans and arrangements currently in place, where you should be based on national averages and industry recommendations and what it will take to get you on the right track. The process is long and complicated and must be done properly to achieve valid, actionable results.

Tax Penalties for Non-Qualified Annuities

Article originally published on The Motley Fool
09/02/2011

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Tax on Annuity Interest

Article originally published on The Motley Fool
09/02/2011

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Taxation When Closing a Non-Qualified Annuity

Article originally published on The Motley Fool
09/02/2011

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How to Take Distribution With Equity Indexed Annuities

Article originally published on The Motley Fool
09/01/2011

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