DaVinci on health care
By David A. SaltzmanOne problem is that few consumers understand what insurers are talking about.
April 01, 2015
Dear NAPFA: Don’t Take a Position on a Political Issue......unless it's on financial issues affecting markets, the economy or clients' well-being. Indiana's Religious Freedom Restoration Act doesn't pass that test.
April 01, 2015
CLATs: Maximizing Philanthropy and Wealth Transfer for ClientsFor high-net-worth clients, charitable lead annuity trusts can maximize their estate planning goals while benefiting charities.
April 01, 2015
The dreaded LTCI premium increase noticeInflation protection has already pushed many consumers' daily benefits far over what they had originally purchased.
April 01, 2015
The dreaded LTCI premium increase noticeInflation protection has already pushed many consumers' daily benefits far over what they had originally purchased.
March 31, 2015
Mastering the PPACA compliance mazePPACA and its blizzard of ever-changing regulations has created a challenging environment for even the most proficient advisors but it has also created opportunity.
March 31, 2015
Mastering the PPACA compliance mazePPACA and its blizzard of ever-changing regulations has created a challenging environment for even the most proficient advisors but it has also created opportunity.
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