Modified Endowment Contracts’ Role in Estate, Post-Retirement Planning
By Robert Bloink, William H. ByrnesDont dismiss modified endowment contracts (MECs), despite their tax consequences, for the role they can play in estate and post-retirement health care planning.
May 05, 2014
The Two, and Quite Different, Types of AdvisorsThere are ideological advisors and materialistic advisors; clients need to know the difference.
May 02, 2014
Five Good Questions for Behavioral Finance Sage Terrance OdeanThe behavioral finance expert shares his views on how money managers can do more for investors.
May 02, 2014
Understanding LTCi rate increasesOne major driver has been LTCI rate stabilization legislation.
May 02, 2014
Understanding LTCi rate increasesOne major driver has been LTCI rate stabilization legislation.
May 02, 2014
Campaign hopes to remove gun makers from 401(k) portfoliosA coalition of more than 20 organizations has launched a campaign to wipe out gun manufacturers from 401(k) portfolios.
May 01, 2014
A deferred annuity buyer’s guide roundupWith the adoption of three new versions of the deferred annuity buyers guide by the NAIC, states have been issuing guidance documents to help interpret.
May 01, 2014
A deferred annuity buyer’s guide roundupWith the adoption of three new versions of the deferred annuity buyers guide by the NAIC, states have been issuing guidance documents to help interpret.
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