Ex-Broker Gets 20 Years in Prison Over Ponzi, COVID-19 Fraud Schemes
What You Need to Know As part of a Ponzi scheme that ex-broker Christopher Parris helped run, hundreds of investors...
life insurance
Florida OKs Deal That Could Put Life Settlement Firm on Nasdaq
Florida insurance regulators have approved a deal that could help Abacus Life, a life settlement firm, get a listing on...
Finance's Biggest Winners, Losers in Washington in 2022
LOSERS SPACs The flame was dying even before the start of 2022, but this year the SPAC craze officially crashed....
Medicare and the New Year: A Medicare Customer Question
What You Need to Know The 2021 Consolidated Appropriations Act is starting to change things now. Clients will have more...
Motor Vehicle Records Data and Life Insurance
What You Need to Know Some violations may not mean much. Just one major violation correlates with a big increase...
Secure 2.0 Act Still Leaves Holes in Retirement Planning
Retirement Reforms Yes, there are some provisions for low-income and left-behind workers, notably a refundable tax credit that needy workers...
What is universal life insurance?
Quick Facts Universal life insurance is a permanent policy with flexible premiums and death benefits You can use the cash...
How to Borrow Money from Your Life Insurance Policy [2022]
Quick Facts You can only borrow against permanent or whole life insurance policies since term life insurance doesn’t accrue cash...
BoC’s commitment to data-based interest-rate policy a welcome shift
“The Bank’s two calculated output-gap indicators remained negative at the end of the third quarter of 2022 (-2.1 and -0.4...
Why I love hedge funds and you should consider loving them too
This moment kickstarted a life-long passion for alternative investments and having now spent over 14 years in the hedge fund...
