5 Metrics for Your 2015 Strategic Business Plan
If the focus of your firm's metrics only includes AUM and production, you're missing these other valuable measurements of success.
Top Portfolio Products: Vanguard to Launch Ultra-Short Term Bond Fund
The Principal adds a variable annuity as Lincoln announces insurance enhancements.
Using Qualified Plan Dollars to Buy Life Insurance
For your small-business-owner client, this strategy can ease the transition of the business upon the owner’s exit. Watch the details, however, especially on taxation.
Taxation of 401(k) Distributions and Hardship Withdrawals
The Tax Facts Online experts help explain restrictions and taxation on 401(k) hardship withdrawals.
Now Entering the Retirement Income Game: Universal Life
Insurers are adding guaranteed income withdrawal riders to their universal life policies. They can be good for clients, but understand the risks and likely premiums.
Finke: Is Cash Value Life Insurance Disappearing?
Close examination reveals complexity—and opportunity—in life insurance buying trends.
The eligibility rules for contributing to traditional and Roth IRAs are complicated. Learn how to effectively use them in retirement plans.
Life Settlements—Are They Back?
One question financial advisors should be asking themselves today is whether life settlements have returned to the fold as a viable tool in their clients’ planning strategies.