taxes

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  NAIFA members hit Capitol Hill

  By Arthur D. Postal  |  April 8, 2013

  Members will visit as Congress works to draft a blueprint for major tax reform they hope to get Congress to consider this year.

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  Americans expect smaller tax refunds this year

  By Warren S. Hersch  |  April 3, 2013

  Gen Xers expect a smaller refund this year than their younger Generation Y counterparts.

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  Finance-induced stress among employees holds steady

  By Warren S. Hersch  |  March 26, 2013

  Fewer than one in five employees surveyed indicated experiencing “high” or “overwhelming” levels of stress in 2012.

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  Talking about new taxes with clients isn’t a one-size-fits-all proposition

  By Eric Henderson  |  March 19, 2013

  Our survey reveals that, among various demographic groups, there are notable differences in the understanding of tax-advantaged products and varying degrees of receptiveness to their use. This data helps us see the ripest sales opportunities and identify segments that may be more resistant to change.

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  Shame

  By Richard Hoe  |  March 14, 2013

  Health care has problems. It's too bad politicians won't bother to fix them.

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  Complex PPACA tax could benefit life insurance industry

  By Liz Festa  |  March 5, 2013

  The Net Investment Income mechanism could mean big things for whole life, annuities and retirement planning.

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  Life insurers launch "fly-in" to prevent fade out

  By Liz Festa  |  March 1, 2013

  The frontline of the industry descended upon Capitol Hill to make sure they are seen as essential.

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  Nationwide flags gender differences on tax code changes

  By Warren S. Hersch  |  February 19, 2013

  Sixteen percent of women foresee a decrease in income stemming from tax code changes versus 31 percent of men.

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  Life insurance among top tax breaks

  By AP Staff Writer  |  January 9, 2013

  Taxpayers will save $23 billion this year, thanks to life insurance.

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  PPACA taxes and fees: Coming to a return near you

  By The Associated Press  |  December 26, 2012

  This is the year when health insurers, employers and others will have to get serious about PPACA tax planning.