Trust Planning with Annuities
Here's a tool that may help you build relationships that cross generations, and professional silos.
What You Need to Know About Annuity Classes
Understanding that any one annuity contract may be described accurately by several different labels is essential to an understanding of how it works.
Indexed Universal Life Sales Rise 3.4%: Wink
Transamerica was the leader in the indexed UL market. Prudential was at the top of the fixed UL market.
IRS Offers Temporary Portability Election Crisis Fix
A family will have at least two years after a death to avoid having to ask for a private letter ruling.
China's Insurers Don't Know Their Own Risks
About half of Chinese insurers may lack methods for conducting risk and solvency analysis.
Retirement Seminar Alert: No Such Thing as a Free Lunch (or Dinner or Brunch)
Drafters are now declaring that providers of any "free meal" probably have a "purpose."
What Americans Will Miss Most When They Retire
Your prospects are already starting to think about the gaps they'll be facing.
Penn Mutual's President Was Talking About You
Eileen McDonnell told a banquet hall full of movers and shakers that advisors matter.
Trump Team's Worries About Bond Liquidity Are Too Late
At this point, reviving the resale market for fixed-income security securities may not be possible.
MetLife's Anzaldua, Who Beat U.S. in Court Clash, to Step Down
The general counsel won a victory in the fight over the SIFI designation process.