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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 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 Allison Bell |
May 14, 2013
Senate Bill 281 has the support of the state's life and health insurers.
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By Brian Bulakites |
May 14, 2013
Lacking both life insurance and adequate retirement funds, how should baby boomers prioritize? With indexed universal life, they don’t have to.
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By Adam Meltzer |
May 9, 2013
Working with many life settlement brokers can actually hurt your clients.
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By Noah Guillaume |
May 8, 2013
The two are jointly developing new customized alternative investment strategies for insurers.
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By Robert L. Cochran |
May 7, 2013
Section 1035 exchanges provide creative and tax-favored approaches to helping clients prepare for their future.
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By Jennifer Agiesta and Lauran Neergaard |
April 24, 2013
The AP-NORC Center found widespread support for LTC savings tax breaks.
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By Channing T. Schmidt |
April 12, 2013
A protection spousal limited access trust can provide married couples with an estate planning option that better suits their needs.
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By Robert D. Laurie, Chester R. Ostrowski |
March 29, 2013
The issue of unclaimed property has swept the life insurance industry and the nation. Here's how 10 states are acting on the issue.