Innovation, Community and Timelessness
Your clients and prospects want you to transcend the tyranny of the clock.
Dick Wagner and the Need to Understand Clients’ Attitudes About Money
One of Dick’s lifelong interests was the role and meaning that money has in people’s lives, Bob Clark says.
How Drug-Company ‘Benevolence’ Silences the Sick
The author says patient groups are keeping quiet in the face of steep generic price hikes.
New York RIA Registration Quirks
State investment adviser regulations can vary rather dramatically from state to state. Yet New York's regulatory regime stands out as perhaps the quirkiest.
Life Settlement Opportunities for Business Life Insurance
When an owner leaves, a company may end up with a policy it no longer needs.
Roth 401(K) Phobia
Asking the federal government to honor a long-term commitment not to tax something is like asking Curious George to sit still in a chocolate factory.
5 Ways the New ACA Rules Will Change Health Insurance Sales
The regulations might not add much stability to your work day.
The Game Theory of Overbooking Flights
Delta said it could increase the incentives for “voluntary denied boarding.” But what if insights from game theory inform passengers’ reactions?
What Are Gift Tax Issues With Annuities?
Tax Facts experts answer: What constitutes a gift of an annuity and What constitutes a gift of a premium?
Yes, Short-Term Care Insurance is a Benefit to Own
The author wants regulators in all states to warm up to the products.