Voters won't ignore this CBO score
The author hates the ACA but questions whether AHCA will have much curb appeal.
Why do pundits hate indexed annuities?
Here's a video meant to clear up misconceptions about annuities using short, simple, entertaining explanations.
3 steps to proactively manage orphan policies
More than 40 percent of all life insurance policies are considered orphans with no active agent servicing the policyholder. And the problem is only getting worse.
Estate Planning: The Family Limited Partnership Strategy
A recent Tax Court ruling provides valuable lessons in how HNW clients can use this strategy to minimize transfer taxes, legally.
Interest rates and long-term care insurance problems
What percentage of "morbidity assumption problems" are low investment returns in disguise?
Insurtech: Adapting to a new way of looking at insurance
In light of a typical insurance company’s legacy systems and our 50 state insurance regulatory regime, how much change is really possible?
Best health-care plan for Republicans? Wait
Megan McArdle says letting the individual market fail will lead to a better policy outcome.
U.S. disability programs need a work requirement
The author contends that SSDI should start by putting people in actual jobs.
Grow your business by asking simple, emotional questions
Taking the time to learn about how your clients respond to their investment decisions will allow you to find more efficient ways to communicate.
Want Stronger Client Relationships? Get Personal
My ISP surprised me by providing better service at no extra cost, and I'll remember it. Clients remember when you provide a personal service.