The Basics of Establishing an Irrevocable Life Insurance Trust
By Stephan R. Leimberg, Jonathan E. Gopman and Michael SneeringerAn ILIT can help with spendthrift protection, and with elective share right planning for a surviving spouse.
September 07, 2017
Legal Arrangements Other than MarriageHere's another look at how clients' household arrangements can affect planning strategies.
September 06, 2017
Trump's Reversal of Obama Policies Is SelectiveThe author wonders why Trump appears to be going easier on ACA subsidy users than on child immigrants.
September 06, 2017
Full Disclosure: Dalbar’s Plan to Separate Sales From AdviceLed by Lou Harvey, the firm proposes some surprising and significant industry reforms that are worth considering.
September 06, 2017
To Connect With Tomorrow’s Clients, Focus on Closing the Industry's Gender Gap TodayFor all the talk of embracing change, the majority of independent firms and advisors continue to struggle with diversity.
September 06, 2017
Health Care System Faces Claim Configuration DragA consultant says one little-discussed system component is adding unnecessary friction.
September 05, 2017
The Megadeal Congress Should Strike This MonthMaybe Democrats could accept higher defense spending in exchange for saving CHIP and the Affordable Care Act?
September 05, 2017
Conative Screening: Using the Kolbe Index to Understand New HiresThere are three parts of the mind that should be measured when screening potential new hires: affective, cognitive and conative.
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