Kathy Robinson

Kathy is the former director of content marketing at National Life and is often described as equal parts left brain and right brain. A creative writer who always approaches her topics as an advocate for the reader—Kathy asks the probing questions, presents the answers in a fair and balanced way and then applies real language so everyone can understand even the most complex topics.

After spending over 30 years in financial services sharing her expertise, Kathy now enjoys the warmth and sunshine of Florida with her family.

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You’re a Life Insurance Agent Now

 

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Congratulations – as a life insurance agent you now own your own business. Although you may be affiliated with an agency, you are responsible for your paycheck and job security. If you do your job well, being an agent can be a very rewarding and lucrative career, if you don’t, you may find yourself out of business.

If you approach your sales like a business owner, there should be no reason for you to fail.  As a business owner your focus should be on those activities that will make a profit for you and you should have – and follow – a business plan to accomplish this.

The three areas your business plan should focus on is time spent:

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Business Owners Looking for Tax Deductions – Consider a SEP Plan

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Are you a business owner who’s going to have to write a check to the IRS this year?

If you’re looking for a last minute tax deduction you may want to consider adopting a Simplified Employee Pension (SEP).

If you don’t already have a qualified plan, as a business owner you can establish a SEP up until your tax return due date, including extensions.  SEPs are IRA accounts, but because the business is making the contributions, larger amounts are allowed than if an  individual established an IRA.

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