New Marketing Rule, AI in SEC Examiners' Crosshairs
Two exam priority areas for the Securities and Exchange Commission this year are the agency’s new Marketing Rule as well as...
life insurance
Genworth Accused of Wrongly Terminating Policies
A California state court class action lawsuit has accused Genworth Life and Annuity Insurance Co. of terminating hundreds of policies...
Group Asks White House to Stop Picking on Medicare Agents
The National Association of Benefits and Insurance Professionals wants the Biden administration to take NABIP members off a list of...
Do Life Settlement Clients Need to Sell the Whole Policy?
What You Need to Know Most life settlement clients want to sell the whole policy. Some may be able to...
Annuity Long Term Care Rider 2024
Annuity Long Term Care Rider 2024As individuals plan for their future, the specter of long-term care expenses looms large. Whether...
Curb Medicare Advantage Funding, Sen. Warren Asks CMS
What You Need to Know Nine senators joined Elizabeth Warren of Massachusetts in a public letter to the administration. The...
Whole Life Gets More Shopper Attention
The holders can get cash out of either a whole life policy or a universal life policy by selling the...
Secure Act 2.0 Smooths Path for Small-Business Retirement Plan Do-Overs
During the year of transition, the total amount contributed as salary reduction contributions under the terminated SIMPLE IRA plan and...
Tax Court Rules on New Secure 2.0 Limits for IRA-Related Penalties
What You Need to Know Secure 2.0 established a six-year statute of limitations on the 6% excess IRA contribution penalty...
13 Cheap Stocks With New Dividend Hikes: Morningstar
Start Slideshow Growth stocks have powered past dividend stocks over the last year, but long-term investors can find undervalued dividend...
