Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Caution still merited when discussing securities
By National Ethics BureauAccording to published sources, agents and securities representatives in Iowa may get clear guidance on what they can say about securities or insurance products they are unlicensed to sell while discussing products they are licensed to sell.
July 31, 2011
The Annuity GatewayIt's a refrain that field marketing executives like William E. Kauffman, Jr., CLU, ChFC, hear more frequently these days from agents and advisors seeking to better serve their clients while boosting their own revenue.
July 27, 2011
GAO: SSA Struggling to Recover Disability OverpaymentsAdministrators of the Social Security Disability Insurance program are getting more benefits overpayments back these days but have far more overpayments to recover, according to officials at the U.S. Government Accountability Office.
July 27, 2011
Fiduciary Rule Proposal Prompts Senator to Call Meeting With DOLA day after lawmakers told the EBSA to repropose its controversial rule amending the definition of fiduciary under the Employee Retirement Income Security Act (ERISA), Sen. Kay Hagan, D-N.C., said Wednesday that her office plans to meet with both Borzi and Secretary of Labor Hilda Solis to discuss the fiduciary...
July 20, 2011
Gang of Six: Kill CLASS; Cut Social Security, Health SpendingThe Senate "Gang of Six" negotiators have proposed reducing federal spending by eliminating a long term care program created by the Patient Protection and Affordable Care Act and by slashing Medicare and Social Security spending.
July 20, 2011
Government Debt ‘Major Concern’ for Affluent InvestorsInvestors with more than $500,000 in assets agree that the U.S. government’s deficit is a major concern, a study by research firm TNS found Friday.
July 19, 2011
Gang of Six: Kill CLASS; Cut Social Security, Health SpendingThe Senate "Gang of Six" negotiators have proposed reducing federal spending by eliminating a long term care program created by the Patient Protection and Affordable Care Act and by slashing Medicare and Social Security spending.
July 15, 2011
Annuity infusion: 4 more tips for your practiceA robust annuity book of business isn't handed to you; It's built through preparation, dedication and resourcefulness. Continuing from last week's five, here are three more strategic suggestions to help get you where you want to go.