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IRS Posts Charitable Lead Annuity Trust Letter Ruling
The case deals with a CLAT set up so that the annuity benefits term depends on the initial value of the trust assets.
A Life Insurance Settlement Lesson in Creativity
Here's the thought process the author went through when a couple needed quick access to cash.
Maryland to Hold Public Hearing on 3 LTCI Issuers' Rate Hike Requests
The carriers are Prudential, John Hancock and Unum Life.
Resource Center
Article
Sponsored by Cavanal Hill Funds
After The Boomers: Shifting Your Focus to New Generations and Gender
The generation that controls 80 percent of personal finances is set to retire; thus, you need to find ways to connect to new types of clients.
White Paper
Sponsored by LPL Financial
Build Your Business Like a Boss: Grow Your Practice Without Compromising on Service
Find out how your practice can grow and thrive without sacrificing the quality, personalized service your customers are accustomed to.
Article
Sponsored by Cavanal Hill Funds
Gen X: The Advisor's Forgotten Opportunity
Gen X isn’t officially known as “the forgotten generation,” but perhaps it should be. Learn how you can tap into the potential of this group.
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