Ex-LPL Broker Gets 4 Years in Prison for Raiding Older Clients' Annuities
What You Need to Know One affected client had dementia and another had suffered a traumatic brain injury, according to...
life insurance
Federal Life Hires a CEO, Adds Tom Marra to Board
Federal Life Group — a company that recently began selling a life insurance policy that provides long-term care benefits at the...
Can Undocumented Immigrants get Life Insurance?
Since the founding fathers of the United States signed the Declaration of Independence, immigration has been a hot topic....
2023 Mid-year review and a look ahead
Recently, we sat down with SVP and CIO, Paul Holba to get his thoughts on the events that have impacted markets...
For Life Settlement Firms, AI Could Unveil Hidden Truths
What You Need to Know Clients often fib about their health, habits and hobbies. A human might have no time...
Life Settlements Can Pay for Long-Term Care
Many people with life insurance should keep their policies. For policyholder insureds who no longer have a need for life...
Advisors Can Help Clients Invest for Their Kids Through New Wealthtender, UNest Partnership
Wealthtender has teamed up with UNest, a fintech firm that helps families save and invest for their children, for the...
8 Reasons to Buy an Annuity
6. A Tax-Free Stream of Income One strategy to consider is purchasing an annuity inside of a Roth IRA. Assuming...
FINRA Lists Ric Edelman's Digital Asset Certificate as Professional Designation
Edelman told ThinkAdvisor in a separate email Tuesday that DACFP has gotten “a lot of enthusiastic response” to the FINRA...
Genworth Set to Offer Long-Term Care Services in Texas
Genworth Financial is getting ready to open up CareScout, a new long-term care provider network business, in the fall. The...
