The single-premium path
By David PortSingle-premium immediate annuities are a tax-efficient way to fund a permanent life insurance policy, Kauffman points out.
July 31, 2009
Editor's Choice for Aug 1No matter what the economy does, donors are going to continue to shovel hundreds of billions of dollars into the social sector and wealth managers need to position themselves to help their clients give well.
July 31, 2009
ACLI raises debate over proposed long term care legislationThe American Council of Life Insurers (ACLI) is telling the federal government to stay out of the long term care insurance business. The organization insists...
July 31, 2009
The single-premium pathSingle-premium immediate annuities are a tax-efficient way to fund a permanent life insurance policy, Kauffman points out.
July 30, 2009
Boomers need to be self-indulgentGreat ... just great. Seems baby boomers learned the concept of thrift just in time to screw everyone else. The "me" generation that's known for...
July 30, 2009
An affinity for fraudA Washington "faith-based financial advisor" has been sentenced to 18 years in prison for affinity fraud. He preyed on members of Christian churches in several Washington counties, as well as on consumers in four other states. During his
July 30, 2009
An affinity for fraudA Washington "faith-based financial advisor" has been sentenced to 18 years in prison for affinity fraud. He preyed on members of Christian churches in several Washington counties, as well as on consumers in four other states. During his
July 30, 2009
Wall Street losses are RIA gainsYou probably don't need to be told. You see them everyday; new clients who come looking for objective advice. Managing expectations, keeping clients calm ......
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