Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Required Minimum Distributions and an Account Holder’s Death
By Stephan R. Leimberg, L. Paul Hood, Jr., Jay Katz, Edwin P. Morrow, Martin M. ShenkmanIRC Section 401(a)(9) spells out the rules that govern what happens to the account value.
September 08, 2017
Trump `Republicans, Sorry' Tweet Casts Doubt on ACA De-fundingAlexander is pushing for a narrow, bipartisan stabilization effort.
September 08, 2017
Your Social Security Number Now Looks Like a Time Bomb. It IsThe United States has issued about 496 million of the high-risk numbers since 1936.
September 08, 2017
Annuities Now Pay More Than CDs: AnnuityAdvantageA firm analysis shows the top-yielding 5-year fixed annuity pays 3.15%.
September 07, 2017
The Basics of Establishing an Irrevocable Life Insurance TrustAn ILIT can help with spendthrift protection, and with elective share right planning for a surviving spouse.
September 07, 2017
The Four People Advisors Need on Their Team Before Trouble StartsWhether youre running a three-person shop or Fidelity Investments, you have to make hard decisions that are often unpopular with some, or even all, of your employees.
September 07, 2017
Freedom Caucus Members Frustrated With GOP Leaders on AgendaMark Meadows sees lack of movement on the Affordable Care Act as a source of ugliness.
September 07, 2017
Legal Arrangements Other than MarriageHere's another look at how clients' household arrangements can affect planning strategies.