Fiduciary Rule Regs May Cut $5,000 in Annual Fees per Annuity Pro: DOL
What You Need to Know DOL officials say the regulations could affect as many as 86,410 independent agents and brokers....
life insurance
Ed Slott: Final DOL Fiduciary Rule Goes 'All-in' on Rollovers
With over $1 trillion per year going from 401(k)s to IRAs, Slott continued, DOL wants “to make sure advisors are...
Two Ways Advisors Can Add Value, Without Picking Stocks
When it comes to financial advisors’ value-add model in 2024, traditional approaches may not be ideal. That’s the perspective of...
Future-proofing Your Loved Ones: The Importance of Term Insurance
Amidst the busy rhythm of daily life, it’s simple to become immersed in the current moment. But what about tomorrow?...
Can You Get Life Insurance After a Car Accident?
Some things will make you sit back and take stock of everything. Getting married. Having kids. Those are the good...
FTC Bans Worker Non-Compete Rules
Tuesday’s vote fell along partisan lines with the FTC’s three Democrats in favor and the agency’s Republicans opposed. Melissa Holyoak,...
Life, Health and Annuity Issuers Post Their Q1 Numbers
Life and annuity issuers seemed a little quiet in the first quarter. Was that because they were nervous about Washington,...
Ex-Carson CMO Sues Firm Over Handling of Sexual Assault
On Sept. 21, 2022, Gulick exchanged Microsoft Teams messages with Carson executive Burt White, who has since been named CEO....
DOL Changes Fiduciary Rule Advice Definition Scope
What You Need to Know The definition excludes sales pitches. The definition would include individualized advice. It could include transactions...
The 2024 DOL Fiduciary Rule: A Timeline
Nearly six years after the U.S. Court of Appeals for the Fifth Circuit vacated the Labor Department’s 2016 fiduciary rule, the...
