How Agents Become Indispensable to Clients
By Bryce SandersWhen the client has a question about money, you should be the answer.
October 07, 2022
Debate: Should HSA-Compatible Plans Cover Telehealth Before the Deductible?Does exempting telehealth services from health plan deductibles help Americans stay healthy, or undermine the HSA system?
October 03, 2022
Debate: Should New Parents Be Allowed to Tap Social Security?The plan would expand paid parental leave but could lead to a "retirement income crisis" down the road.
October 03, 2022
Life and Annuity Talking Points for the FallThe leaves are changing. So are some clients' and prospects' coverage needs.
September 30, 2022
About That 5-Year Gender Longevity Gap …The gender life expectancy gap may be five years at birth, but it's a different story at 65.
September 30, 2022
Don't Let a Simple Mistake Foil Your Client's QCD PlansFailure to follow the rules can result in loss of the tax benefits associated with qualified charitable distributions.
September 29, 2022
Irrevocable Life Insurance Trusts in Estate Planning: Common PitfallsAn ILIT wants to help you keep clients out of the traps.
September 22, 2022
Debate: Is Defaulting 401(k) Participants Into Annuities in Their Best Interest?Two professors discuss this option that was made more available under the Secure Act.