As 2011 wound down, multiple states began investigating the status of unclaimed life insurance policies that were never paid out to beneficiaries -- and it's about time. According to the National Association of Unclaimed Property Administrators, state treasurers currently hold $32.9 billion in unclaimed bank accounts and other assets. One way to protect your family from struggling to claim their inheritance? Keep all your crucial documents in one easy-to-locate place. In addition to your will, the list of crucial papers should include documentation of housing and land ownership, cemetary plots, vehicles, stock certificates and savings bonds, any partnership or corporate operating agreements, and a list of brokerage and escrow mortgage accounts.
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A survey of advisors nationwide reveals how the use of ETFs is expanding and what factors are likely to further support this trend.
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How to use digital marketing to increase appointments.
Find out how you can get qualified and closable annuity leads.
Use this tool to help your clients understand more about Health Savings Accounts and the role they play in their financial future.
Nov 02, 2017
Join this conversation as a panel of experts provides tips and best practices to optimize your tech resources for business growth.
Oct 25, 2017
Join this complimentary webcast to discover how to leave the impression that employee benefits is stodgy and sluggish in the past.
Sep 28, 2017
Women face unique retirement challenges. We can give you key considerations and strategies to help you optimize your female clients’ Social Security. In this webcast, you’ll...