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NU Online News Service, April 2, 4:15 p.m. – NaviSys Inc., Edison, N.J., says Allmerica Financial Corp., Worcester, Mass., has agreed to use its NaviSys Front Office illustration software to develop marketing materials for variable universal life products.
Allmerica already uses the NaviSys Home Office system to handle life product development and administer policies.
The Treasury has issued guidance on the program; advisor Leon LaBrecque told ThinkAdvisor he's been "overwhelmed" with questions.
Advisors can — and should — craft tax-efficient retirement strategies for clients without crossing that line. Here's how.
Those who withdraw investments during periods of market volatility will rue the day, at least according to Dalbar in its 26th Annual Quantitative Analysis…
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