4 More Annuity Answers Investors Need to Know
NAFA has released a paper that helps advisors answer clients' most important annuity questions.
Avoiding the Generation-Skipping Transfer Tax on Life Insurance Proceeds
The Tax Facts experts answer questions about the generation-skipping transfer tax on payments of the proceeds of life insurance and annuity contracts.
4 Ways Insurance Can Protect Clients’ Retirement Funds
Even those Americans who are confident about their path to retirement security likely don’t understand how vulnerable their savings are.
What I Wish Every Prospect Had Considered Before Asking ‘Can I Retire?’
In part one of a series, the issues that investors should address well before they seek your sometimes heart-wrenching answer to this question.
FASB Proposal on Life Insurance Accounting: Are Higher Premiums Next?
An FASB proposal prompts many in the industry to wonder if today’s permanent life insurance premiums are as cheap as they will ever be.
Tax Planning and Insurance, Pt. 1: Tax Treatment of LTC Benefits
From Tax Facts Online, a warning to stay aware of the limit on the amount of qualified long-term care benefits that may be excluded from income.