Consumer Reps Ask States to Change Annuities' Faces
LifeTrends, a life insurance data company, posted a spreadsheet showing that the guidelines decreased maximum illustrated returns for some policies...
life insurance
How Life Insurance Policy Reviews Trip Up Fiduciary Advisors
This may sound like an esoteric difference, the authors warn, but the practical effect is significant and can result in...
Don't Forget These IRA, 401(k) Planning Tasks Before Year-End
What You Need to Know Many important financial matters must be accomplished for 2023 by Dec. 31. Paramount are IRA...
Top 10 States for Medicare Advantage Search Interest
Start Slideshow Medicare Advantage plan issuers seem to be at the top-of-the-world point in the rock star docudrama, where they’re...
CAIS, Pershing Expand Alternatives Collaboration
CAIS, an alternative investment platform that serves independent financial advisors, has expanded its relationship with BNY Mellon’s Pershing, a clearing,...
KKR Agrees to Pay $2.7B for Full Control Over Annuity Issuer
KKR & Co. has agreed to pay $2.7 billion to acquire full control of Global Atlantic Financial Group, a life insurance and annuity...
BofA Securities Hit With $24M FINRA Fine for Spoofing
From October 2014 through February 2021, BofA Securities, through a former supervisor and a former junior trader, engaged in 717...
Meet the 2023 LUMINARIES Winners
We’re pleased to present the third group of LUMINARIES winners. Our Class of 2023 standouts are being honored for the...
16 Nonverbal Cues to Watch for in Your Next Sales Meeting
Start Slideshow A person’s posture and gestures speak volumes. The researcher Albert Mehrabian famously proposed that 55% of a person’s...
जीरो कॉस्ट टर्म इंश्योरेंस क्या है?
जीरो कॉस्ट टर्म इंश्योरेंस क्या है? जीरो कॉस्ट टर्म इंश्योरेंस और टर्म इंश्योरेंस के बीच क्या अंतर है? जीरो कॉस्ट...
