Bill Assures Ta-Free Status Of 529 Plans
By Arthur D. PostalWashingtonThe current tax-free status of withdrawals from college savings plans would be made permanent under bipartisan legislation introduced earlier this month in the House.Currently, ...
May 18, 2005
U.S. Court Blocks Frivolous Suits Against VA Company, OthersOn April 5, 2005, a unanimous panel of the United States Court of Appeals for the Seventh Circuit ordered complaints in 10 cases to ...
May 18, 2005
Citi Forms Hedge VentureTwo Citigroup units have formed a joint venture with a hedge fund firm to provide custom hedge fund-of-funds portfolio management services for high net ...
May 18, 2005
Helping Clients Balance Fear And HopeUsing the range of VA riders to address different comfort levelsBy David LongfritzIncreasingly, advisors are evolving their relationships with clients beyond the standard goal ...
May 18, 2005
Jenner Joins ACLI As Ta LobbyistA recently resigned top official at the Treasury Department was named today as a key lobbyist for the American Council of Life Insurers.The decision ...
May 18, 2005
Sell Consumers On Planning, Nationwide Eec UrgesBetter informed consumers will be able to plan for retirement more effectively, says Mark A. Thresher, president of Nationwide Financial Services, Inc.Speaking at the ...
May 18, 2005
The Power Of Selling The Surrender PeriodThis feature of fixed annuities is widely misunderstoodOne of the great enigmas in today's insurance industry is the polar-opposite realities and perceptions held by ...
May 18, 2005
CD Rollover Strategy: Use An Asset-Based LTC RiderAs the affluence level in the United States continues to increase, especially among women, a growing number of people are seeking more sophisticated solutions ...