Policyholder Sues Pru Over Implementation of 100% LTCI Rate Hike
What You Need to Know Harry Seiden bought his long-term care insurance policy in 2003. He notes that the policy...
life insurance
5 Red Flags to Avoid When Choosing a TAMP
As the independent wealth management landscape continues to evolve, accelerated by the COVID-19 pandemic and ongoing market and economic uncertainty,...
Annuities May Be Winning Over Advisors Who Were Fence-Sitters: Survey
Feelings About Life Insurance Advisors might be going through a major change in practice scope. About 42% of the advisors...
How Biden's Student Debt Plan Affects Advisors' Clients
“Client A has $70,000 in private student loans and $18,000 in federal student loans from her bachelor’s degree. The federal...
War, Inflation and Retirement: How Could Current Events Shape Long-Term Plans?
What You Need to Know To counteract the impact of inflation, it’s important to have some retirement investments that typically...
The Backlash Against ESG Investing Is Here
The surge in energy stocks and reversal of fortune for technology stocks has been an important factor in ESG-focused fund...
Free Trading Isn't Free, But We're Still Better Off
What You Need to Know A recent study found $34 billion was lost to execution costs for small retail investors...
ACLI Hires Former Ohio Insurance Commissioner: Executive Changes
What You Need to Know Venerable has a new deputy general counsel. A Hub retirement arm named a chief compliance...
LUMINARIES 2022 Finalists: Thought Leadership — Firms
We are pleased to present the LUMINARIES Class of 2022 Finalists, who are being recognized this year for the many...
The New Electric Vehicle Tax Credit: Mind the Details
What You Need to Know Since the expanded tax credits are intended to benefit lower- and middle-income clients, they come...
