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By Stephen Chapman, Chris Joline |
May 20, 2013
While many provisions of the final regulations’ simplified or clarified the impact on insurers, certain provisions have ultimately complicated or raised additional questions on FATCA's impact.
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By Noah Guillaume |
May 20, 2013
The fund has a standard allocation, but does allow adjustment in uncertain times based on market fundamentals.
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By Robert Bloink and William H. Byrnes |
May 20, 2013
Estate tax changes have made credit shelter trusts useless ... right?
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By Brian Anderson |
May 17, 2013
Industry lobbying efforts remain strong on the tax treatment of life insurance issue, but what about the fiduciary standard?
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By Ryan Kus |
May 17, 2013
Under a fiduciary standard, advisors would do best by selling both investment and insurance products. Are you ready?
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By Allen Greenberg |
May 16, 2013
For employers that offer health insurance, free parking and child or elder care referral services, coverage for funeral services seems like an easy add-on.
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By Robert A. Kerzner |
May 16, 2013
Almost 80 percent of Americans who work with an advisor save for retirement versus 43 percent who don't. This single stat is your raison d'etre.
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By Dave Murphy, Holly Bonds |
May 15, 2013
Success today is equal parts “The Social Network” and “Father Knows Best.”
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By Katie Zezima |
May 15, 2013
The men are accused of selling fake Facebook stock and using the proceeds to purchase, among other things, interests in life insurance policies.
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By Warren S. Hersch |
May 15, 2013
The insurer's first quarter operating profit totaled $134 million, a 38 percent decline from the $217 million recorded a year ago.