Life Settlements for Non-Convertible Term Policies. Wait… What?
By Lisa RehburgSometimes, making the impossible possible is just a matter of knowing who buys what.
November 23, 2020
2021 Employer Health Care Costs: A Medicare Customer QuestionA coverage compliance specialist takes on a question from a prospect who could just stay on an employer's plan.
November 23, 2020
Do Variable Annuities Belong in a Retirement Plan?One factor to consider is that some clients may live a long time.
November 23, 2020
How to Get More Referrals Without BeggingThe best way to find prospects is to have happy clients send you the prospects.
November 22, 2020
SPACs: What Advisors and IPO Investors Should KnowSPACs have gone mainstream in 2020 with companies like DraftKings, Nikola and Fisker choosing this route as a means of going public.
November 19, 2020
4 Strategies for Effective End-of-Year PhilanthropyThe extraordinary events of 2020 mean clients may need to make some adjustments to their usual giving strategies.
November 19, 2020
What to Expect From the SEC Under BidenBiden will likely pick an SEC chair more in the vein of former SEC Chairwoman Mary Jo White than Jay Clayton.
November 19, 2020
4 Steps for Turning Ideas Into ActionUnless you put your thoughts into practice and see how well they actually work, they can't benefit your business.
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