Six commonly asked questions about annuities during tax season
Clients often have questions around the taxable status of an annuity before they purchase.
Essential tech tools for advisors in 2017
Mobile apps? Not so fast.
Financial crisis still haunts middle-income baby boomers
Ten years after the Great Recession, only 2 percent of middle-income boomers feel the economy has fully recovered.
Irrevocable trusts remain powerful in estate planning
Incorporating a flexible, irrevocable life insurance trust (ILIT) into an estate plan can produce meaningful results.
Best practices for life settlement transactions
To illustrate best practices for agents, one experienced advisor highlights a life settlement transaction for a 77-year-old retired medical professional.
Could your client lose all in a lawsuit?
When a producer is able to garner a prospect’s asset insulation, related subjects such as estate planning, business succession and life insurance funding are more easily explored.
2016 earnings: Mostly positive, but big losses for 2 titans
Of 8 major life insurers that posted fourth quarter and year-end results for 2016, six carriers recorded positive net income for the quarter and/or year.
10 counties where Medicare Advantage looks like a wimp
Some markets are hell for provider network managers, and heaven for Medigap sellers.
How to protect your client and business data
How safe is your data?
The New Era of Estate Planning
With the growth of digital assets and uncertainty over tax reform under President Trump, advisors face new challenges in estate planning.