7 Reasons Owning Insurance May Be Preferable to Investing for Some
By Bryce SandersFor some clients, paying to put assets in a life or annuity package could make sense.
December 11, 2024
Year-End RMDs and the QCD Workaround StrategyQualified charitable distributions can help clients reduce tax liability, but there are pitfalls to avoid.
December 11, 2024
MetLife to Create Life and Annuity Funding VehicleThe insurance giant will use Chariot Re to reinsure $10 billion in in-force annuities.
December 11, 2024
States to Federal Medicare Program Managers: Please Talk to UsConsumers are not the only ones who sometimes feel lost in the enrollment maze.
December 11, 2024
SEC Rule Predictions: What's In, What's Out in 2025Attorneys expect a slowdown or halt on texting fines and a potential Custody Rule revamp, among other changes.
December 11, 2024
Sallie Krawcheck Steps Down From Ellevest, Citing HealthKrawcheck, a former wealth exec at Citi and Morgan Stanley, will pass the reins to two co-CEOs.
December 11, 2024
7 New Findings on How Millennials, Gen Xers Want to Transfer WealthYounger generations expect to do things differently, a new Schwab survey shows.
December 11, 2024
Long-Term Care Hybrids Help Stand-Alone Policy Sales, Executive SaysKen Latus, the head of Northwestern Mutual's LTC subsidiary, sees some clients using multiple products.