5 Ways to Get a Better Client Fit
Some wonderful shoes may be wrong for you. The same is true of clients.
How the Tax Bill Deferred Comp Section Could Affect Agents
Changes to IRC Section 409A could increase the appeal of some life and annuity-based arrangements.
Republicans' Bold Tax Moves May Pay Off Later
The author contends that a little change now could lead to bigger, better changes.
5 Republican Tax Bill Sections for Agents to Track
Here are some interesting parts of H.R. 1 to think about, with PDF page numbers.
Manafort Calls U.S. Case `Embellished' as He Defends Bail
One point of contention in the case involves a life insurance policy.
Kayne Anderson Purchases The Towers From Jehovah’s Witnesses
A real estate private equity firm hopes to turn the building into luxury senior housing.
GOP Tax Plan Increases Need for Estate Planning Flexibility
For high-net-worth clients, the key principle today is keeping options open.
Key GOP Senator Susan Collins Lays Out Her Demands for Tax Bill
She says the outreach on tax issues has been better than the outreach on health care.
Saving LTCI and 9 Other Top Treasury Life and Annuity Projects
If you've just read a summary of the new report, you probably need to dig deeper.
Americans Worried About Long-Term Care but Have No Plan to Pay For It: Genworth
Just a fifth of adults have taken action to finance long-term care needs, and half think someone else will pay, Genworth found.