Life Settlement Opportunities for Business Life Insurance
By Robin S. Weinberger, Peter N. KatzWhen an owner leaves, a company may end up with a policy it no longer needs.
Roth 401(K) Phobia
April 17, 2017
The Game Theory of Overbooking FlightsDelta said it could increase the incentives for voluntary denied boarding. But what if insights from game theory inform passengers reactions?
April 17, 2017
What Are Gift Tax Issues With Annuities?Tax Facts experts answer: What constitutes a gift of an annuity and What constitutes a gift of a premium?
April 16, 2017
Yes, Short-Term Care Insurance is a Benefit to OwnThe author wants regulators in all states to warm up to the products.
April 16, 2017
NAIC Tees Up on Annuity Suitability ModelsA former state insurance regulator says states are in the best position to handle this particular ball.
April 14, 2017
Set Up to Fail: Bosses Create Problem Employees More Often Than You ThinkI cant tell you how many times an owner-advisor client has come to me about an employee who is not working out.
April 13, 2017
Do Too Many Rules Really Lead to Bad Advice?Regular readers will probably not be surprised that I have a few problems with Don Trones take on United Airlines and the Fiduciary Paradox.
April 13, 2017
Maybe We're All United AirlinesOdds are high that we, collectively, have overbooked the world's retirement benefits plane.
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