New Retirement Bill Stops Spouses From Emptying 401(k)s
New legislation, the Women’s Retirement Protection Act of 2023, would ensure that a spouse cannot empty a shared retirement savings account without their...
life insurance
California Closes State-Tax Loophole for Some Trusts
What You Need to Know Clients who have established INGs in tax-friendly states should be advised of a new California...
Onramp Bought by Crypto Firm Securitize
What You Need to Know Onramp Invest will continue to operate, now as a Securitize subsidiary. The deal will give...
Genworth Backs Consolidating Federal MOVEit Breach Suits in Massachusetts
The current panel chair is U.S. District Court Judge Karen Caldwell, a judge in the Eastern District of Kentucky. Consolidation...
Why Life Insurance Should Be Part of Every Entrepreneur’s Business Plan
As an entrepreneur, you already know that many risks and uncertainties come with running a business. However, there is one...
Edward Jones Partners With Citi to Offer Banking Services
The new Citi banking offering will “further strengthen our nearly 19,000 financial advisors’ ability to help our clients achieve their...
NAIC: Private Equity-Owned Life Insurers Have More Structured Securities
U.S. life insurers owned by private equity firms put about as much of their assets in bonds as other life...
Jamie Hopkins: What the CFP Mark Really Means Now
Amid the battle for talent that is unfolding in the advisory industry, there is a clear focus on securing financial...
Do we have too much coverage?
Life Insurance Question Hey Everyone, I posted this on another reddit thread and got some great feedback. Wanted to post...
Maine and Colorado Join Forces on Automatic Retirement Savings
“I’m proud to see Colorado leading the nation on this,” added Dave Young, Colorado’s treasurer. “Partnerships increase the number of...
