Federal Regulation
Be Ready for SEC's Proposed RIA Outsourcing Rule
By Beth MillerA proposed rule would impose new due diligence requirements on RIAs seeking certain third-party services.
January 28, 2023
That Big New Spending Package and Medicare: A Medicare Customer QuestionOne provision cuts how much your clients' physicians get paid.
January 28, 2023
How Life and Annuity Sites Phone HomeIn many cases, they communicate through APIs.
January 26, 2023
Life Settlements Plus Orphaned Policyholders: A Win-WinSome clients may have no practical way to know what their coverage is, or is not, worth.
January 25, 2023
Why Standard Deductions Will Fit Most ClientsEven if you are not a tax advisor, knowing the basics can help.
January 23, 2023
Life Insurance's 'New Normal' Is a Major Opportunity for Modern Financial AdvisorsThe CEO of a new life distributor says distributing life insurance is far less arduous than it once was.
January 19, 2023
The Retirement Plan OpportunityA veteran in the market says business owner and executive clients might welcome your advice.
January 17, 2023
The Millennial Generation and the Changing of the Life Insurance Industry.Are millennials different? A longtime marketer weighs in.
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