Proposed Tax Bill Would Clarify Tax Treatment of Life Settlements
By Robin S. Weinberger and Peter N. KatzA 2009 ruling put a policy seller in a worse situation than a consumer who simply surrendered a policy.
May 10, 2017
Supporting the Entrepreneurial AdvisorGrowing up behind the Iron Curtain in Kiev, Ukraine, Docupace founder Michael Pinsker had always admired Americans' spirit of entrepreneurial freedom.
May 09, 2017
Obamacare Made Americans Financially HealthierThere may be more than one way to measure how a health finance program is working.
May 09, 2017
Maybe We're All Puerto RicoPuerto Rico is different. So was Detroit. So are life insurers and annuity issuers, and all 70 million baby boomers ...
May 08, 2017
Puerto Rico Grabs a Big Hammer, Last Tool in Its BoxThe fiscal board Congress put in place may not be particularly friendly to bondholders.
May 08, 2017
Active Equities’ Broken 1970s Model Needs a RenaissanceWhat is to be done? Let's start by declaring an end to Modern Portfolio Theory and looking instead to behavioral finance.
May 08, 2017
My Favorite Retirement ToolThe most important product a financial professional can offer may be awareness.
May 08, 2017
AG49: Carriers Face a Life Marketing ChangeIUL issuers are making more use of old methods to set themselves apart.
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