Irrevocable Life Insurance Trusts in Estate Planning: Common Pitfalls
By way of example, assume that your client makes a gift to an ILIT of which their two children are...
life insurance
Just Save Something
What You Need to Know His son does it. Your clients can do it. He believes the very best investment...
IBAO To Host Virtual Town Hall on ‘Going Paperless’ Project
Bringing together the industry to share the culmination of years of collaboration Toronto, ON (Sept. 22, 2022) – The Insurance...
Rising Auto Insurance Premiums are Killing Home Bundles: J.D. Power
Amica Mutual ranks highest in Homeowners Insurance, Nationwide ranks highest in Renters Insurance in the 2022 U.S. Home Insurance Study...
Cambridge Launches New Digital Marketing Solution for Advisors: Tech Roundup
What You Need to Know Cambridge's new RetireTRAC digital marketing solution is now available to its 3,800-plus advisors and other...
One Way to Boost Service to UHNW Clients
As a fourth-generation member of a philanthropic family that has striven to pass wealth and values down across generations, Katherine...
Manulife expands Vitality program in unprecedented move to disrupt traditional insurance industry
Toronto, ON (Sept. 27, 2022) – Today, Manulife demonstrates an industry first with the expansion of the Manulife Vitality program...
Life and Annuity Advisors Wake Up to Hurricane Ian Devastation
What You Need to Know Some big, multiline insurers have put special notices on their websites. AICPA is encouraging firms...
Senate Confirms Lisa Gomez to Key DOL Post
The full Senate Thursday afternoon confirmed Lisa Gomez by a 49-36 vote to head the Labor Department’s Employee Benefits Security...
El-Erian: Investors Expect More 'Collateral Damage' From Fed Moves
Further, recent turmoil implies markets see the Fed struggling to catch up with investor expectations and what it needs to...
