529 College Plans and Taxes: The Basics and Then Some
Find out how to decipher the basic IRS rules, though for IRS that means complicated, for 529 college savings plans.
'Disability Insurance Is Too Expensive... and I'm Invincible'
Maybe you've protected that client against a stock market downturn. What about a crippling stroke?
24 Great Sales Jokes
Insurance is a SERIOUS business. Which means, of course, that there's plenty to laugh about...
5 Key Ideas for New Insurance Agents
Have you just gotten into this industry and are wondering where to start? Try this article.
Even if You're Goldman, Getting Out of Pensions Is Hard
MassMutual is buying part of the firm's Rothesay Life stake.
The Long-Term Care Crisis and Life Settlements
A group of regulators has suggested using life settlements to pay for care.
Sick of Slow Wage Growth? Here's Who to Blame
The author contends that the slump is the result of forces that here to stay.
IRA Rollover Traps Lurk Under DOL Fiduciary Rule
Advisors must proceed with caution when discussing a client’s existing retirement assets to comply with the rule or avoid its application entirely.
Retiree Portfolios in the New Normal: The Envelopes Strategy, Pt. 2
Clients will need to undertake a paradigm shift in thinking, redesigning their portfolios to produce predictable income in the “new normal.”
How to Compromise on Universal Health Care
The author contends that expanding access to affordable catastrophic coverage should be a bipartisan goal.