The future of life insurance taxation
By Adam Sherman, Timothy HallShould your clients be worried?
June 05, 2013
‘I’ll pay your debt if you sell our annuities’A few FMOs are taking a very aggressive route to captivate their agents, says Stan The Annuity Man.
June 04, 2013
On the Third Hand: Skinny plansMaybe they could be useful health policy laboratories.
June 04, 2013
On the Third Hand: Skinny plansMaybe they could be useful health policy laboratories.
June 04, 2013
Are leads slipping through your fingers?If you dont have a lead-capture strategy, they probably are.
June 04, 2013
Bullard’s Blistering Critique of House Fiduciary Plan Offers Way ForwardA congressional hearing in late May showcased the latest arguments against SEC fiduciary rulemaking.
June 03, 2013
In Medicaid Planning, Don’t Surrender Life Insurance—Trade It for LTC InsteadYour clients who are nearing retirement age might often wonder why they bother maintaining the life insurance policies theyve funded for years. But under some recent state proposals, owning a life insurance policy can actually help clients in LTC planning.
June 03, 2013
Retirement with dignity, part 1The foundation of enjoying a retirement with dignity is built upon a lifetime income.
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