Coming Soon: Windows 7 End of Life
By Dan SkilesWith Microsoft support ending on a much used operating system, advisors need to know next steps — especially for security.
August 26, 2019
NAIFA Rep Wants Life Illustration Team to Remember the AgentsGary Sanders says a good talk with a live human is a lot better than a vague form.
August 26, 2019
Allianz Life Has a Letter, TooThe company is one of four known to have IRS permission to deduct advisor fees directly from annuity assets.
August 26, 2019
Stories Help People Understand Annuities: EconomistsThe researchers found that stories also help consumers understand Social Security claiming strategies.
August 26, 2019
U.S.-China Trade War Likely to Last: AnalystThe situation is especially concerning to technology investors, says Raymond James Managing Director Edward Mills.
August 26, 2019
IRS Ruling on Uncashed Retirement Distribution Checks Leaves Unanswered QuestionsIRS rules a mandatory distribution from a qualified plan that is sent and received in one year but not cashed in that year, is nevertheless taxable.
August 26, 2019
$300M Wells Fargo Team Breaks Away to Join DynastyThe new RIA is led by Chuck Cooper, CFP, a former branch manager in Lee's Summit, Missouri.
August 26, 2019
Many LTCI Companies Leave Antiselection Out of Rate Hike Analyses: MillimanAbout 70% of the issuers do assume, when they test reserves, that rates will increase.