Immediate Annuities Serve High-Net-Worth Clients: Tax Attorney
Some wealth advisors turn red, white or gray at the thought of their high-net-worth clients buying annuities. For high-net-worth clients,...
life insurance
2024 Market Outlook: Global equities
As we begin the new year, we have a slightly negative outlook on Europe, slight optimism on China and a...
Washington National Breach Victim Says Disclosure Was Too Vague
They started by gathering background information on a CNO executive. They used what they learned to pretend to be CNO...
What If Your Client Already Needs Long-Term Care?
What You Need to Know Long-term care insurers may have options. Some clients could use annuities. Some private-pay beds convert...
9 Things to Know About IRA Beneficiaries Under the Secure Act
Start Slideshow The Setting Every Community Up for Retirement Enhancement (Secure) Act of 2019 upended the withdrawal and taxation rules...
What Share of a Portfolio Should Go Into Annuities?
What You Need to Know Insurers typically cap the percentage of liquid assets that clients can put in annuities. All...
How Your Clients Get Taxed on Sold Life Insurance
What You Need to Know Insureds who seem likely to die within two years pay no federal income taxes on...
15 Biggest U.S. Mega-Donors to Charity in 2023
Start Slideshow In 2023, America’s biggest donors gave $11.9 billion to their favorite causes, down by 27.8% from the previous...
A Medicare Plan Distributor Reacts to the State of the Union Address
What You Need to Know The boomers are big voting bloc. The president promised to protect Medicare and Social Security...
8 Wealth Planning Insights From a Business and Estate Lawyer
As a partner for DGIM Law and an adjunct professor for the University of Miami School of Law, Monique Hayes...
