5 Keys to a Texting Policy That Will Stand Up to SEC Scrutiny
By Thomas D. GiachettiThe SEC is aggressively looking into texting by financial professionals. Does your firm have appropriate policies and procedures?
January 03, 2023
Delaying RMDs Under Secure 2.0? Beware the 'Great Tax Crunch'Just because clients can wait longer to take RMDs doesn't mean they should. Ed Slott suggests an alternative.
December 30, 2022
An Insurance-Licensed CFP Considers a Life SettlementEven some agents may wince at the cost of using a term life policy conversion option.
December 29, 2022
Estate and Gift Tax Exclusions for 2023: How the Changes Affect Your ClientsThe IRS has adjusted these thresholds for inflation.
December 28, 2022
What Tax Deductions Can Insurance Agents Use For Their Business?It's time to prepare for your appointment with the accountant.
December 27, 2022
Motor Vehicle Records Data and Life InsuranceHow clients drive may correlate with how likely they are to die.
December 27, 2022
Medicare and the New Year: A Medicare Customer QuestionA law enacted two years ago is starting to bear fruit.
December 26, 2022
Secure 2.0 Act Still Leaves Holes in Retirement PlanningAlternative legistlation, known as the Retirement Savings for Americans Act of 2022 (RSSA), would have been the better investment.
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