How to Get Your Assistant to Assist
By Sandy SchusselTo get things done quickly, make communicating your priorities a priority.
April 04, 2023
Accelerated Underwriting Calls for Reconsideration of ManualsA top underwriter makes the case for updating processes to reflect new data sources.
April 04, 2023
Life Settlement Taxes and 1099sOne policy sale may lead to calculations involving three different tax rates.
April 04, 2023
My Wacky Idea to Save Social SecurityThere is a way to avoid cutting benefits and raising taxes. But will Americans embrace it?
March 31, 2023
3 Big Shifts That Transformed Social Security Benefits for WomenWomen in their 60s and 70s today had to overcome many obstacles to earn adequate Social Security benefits.
March 31, 2023
How the Consolidated Appropriations Act, 2023 Affects AnnuitiesIf you're looking for something to talk to clients about, the new federal law could fill the bill.
March 29, 2023
Baby Boomer Women Need AdviceThey're thinking about relationship changes, retirement and inheritance.
March 29, 2023
3 Ways Advisors Can Help Clients Plan for Extended CareThese are the key considerations to keep in mind when discussing caregiving and the complex planning it entails.
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