When you file your tax returns, do you wonder if you’ve benefited from all the deductions that you’re entitled to? Does the tax code seem too complicated for you to bother with it? Prism Insurance Agency identifies some of the most overlooked tax deductions that are worth your time looking into – some could save you hundreds or even thousands of dollars! Never assume that you’re not eligible for a deduction, as your circumstances may change each year. Listen in to Prism Insurance Agency to find out some of the tax credits and deductions you can take advantage of, especially with professional help.

The Most Overlooked Tax Deductions

Would it be helpful to know some of the most valuable characteristics shared among America’s most competitive professionals? Then join Prism Insurance Agency Inc. and our guest author, who assembled 16 characteristics of greatness from over 2,500 interviews with America’s top sports figures. Listen to what sets these people apart from their peers, and learn how to apply these characteristics to your everyday life.
https://www.myprisminsurance.com

Consistent Characteristics of Greatness

The new estate tax law has some people thinking that estate planning isn’t as important anymore. Prism Insurance Agency might change your mind. Our guest estate planning expert, Bruce Udell, explains why taxes aren’t the only thing you need to consider to make sure your assets go to whom you choose. He discusses wills, trusts, powers of attorney, the new estate tax levels, and why having estate plan is still so important.
https://www.myprisminsurance.com

Get Started

Estate Planning Conversations

Consumer spending has a significant impact on the state of the economy. With all the controversy and uncertainty of the Affordable Healthcare Act, what will the effect be on the consumer? We are joined by Britt Beemer, chairman and CEO of America’s Research Group, who will fill us in on what American consumers are thinking and the potential impact it can have on the economy in 2014.
Learn More by going to:
https://admin.insurancewebsitebuilder.com/admin/blog.aspx

Consumer Spending

What is the biggest problem people face today as they look toward retirement? Join Prism Insurance Agency to find out the answer according to our guest, Joe Jordan, author of the award-winning book Living a Life of Significance. He will share his inside perspective as a behavioral finance expert of the biggest issue we need to prepare for in order to have a happy and fulfilling retirement.
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx

Biggest Issues Facing People Today

What’s going to happen with interest rates – will they stay low? What about inflation or deflation? What’s going to happen with Obamacare, Medicare and Social Security? Will the national debt keep ballooning? Will the U.S. keep printing money? Join​ Prism Insurance Agency as we discuss with​ Senior Market Advisor magazine’s 2010 Advisor of the Year, as he discusses his view and strategies for facing an uncertain future.

Facing an Uncertain Future

We all know we should not put all our eggs in one basket, but have you considered diversifying how things will be taxed? Many experts are predicting higher tax rates due to the large deficit, spending and unfunded liabilities. Join Prism Insurance Agency as we’re joined by the author of The Power of Zero: How to get to the 0% Tax Bracket and Transform Your Retirement.

To learn more go to: 
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx

The Power of Zero

Do you have financial worries or feel as though you would like to understand personal finance better? You’re not alone! According to the 2013 Financial Literacy Study, 40% of adults gave themselves a grade of C, D or F on their knowledge of personal finance. Join Prism Insurance Agency with our guest to discuss managing your finances during each stage of life from teenager to retiree.

To learn more go to:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx

Managing Your Finances Through Each Stage of Life

Are you living the ultimate life? Join Prism Insurance Agency to discuss the books turned feature films, The Ultimate Gift and The Ultimate Life, with their author, Jim Stovall. Learn his secrets to happiness from his remarkable story as a blind person who created his own success.

To learn more go to:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx

The Ultimate Life

What happens when a famous Hollywood actor passes away with his financial advisor? What if he has a live-in girlfriend, a child from a previous relationship, and parents… but no will? It’s almost a script made for Hollywood! Join Prism Insurance Agency as we discuss the Paul Walker story: his tragic accident, the fate of his estate, and what lessons we can learn to avoid making the same mistakes.

To learn more go to:
https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx

Basic Estate Planning

Prism Insurance Agency is dedicated to helping improve the lives of our clients through: 
1. Reducing Insurance Costs Wherever Feasible 
2. Providing Guaranteed Performance Products to help enhance Retirement Savings 
3. Reducing the Out of Pocket Costs faced by our clients for College and University Attendance by children and grandchildren 
4. Reducing the unknown wealth transfers suffered by our clients through their daily lives 
5. Planning for all potential long term consequences our clients could face and mitigating the risks wherever possible. 
Through a successful implementation of the above tenets, we improve our clients lives both in the near and the long term helping them establish themselves on solid financial footing while making sure that the journey is a pleasant one, along the way.

Facing an Uncertain Future

Prism Insurance Agency

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