My Practice »

Allison Bell
IRS sees PPACA Cadillac plan tax hot potato
Article posted by Allison Bell
The agency talks about the "person that administers the plan benefits" in a new Section 4980I notice.

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Life »

Millennials - If you build it, they will come
Article posted by Marlin Bollinger
In today’s rapidly changing economic and social environment, the answer to increased sales appears to go much deeper than just being able to explain a complex product.

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Health »

Allison Bell
Anthem: $1.4 billion in Cigna deal admin savings
Article posted by Allison Bell
Provider management services exec sees merging insurers as "pretty much brain dead."

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Retirement »

Warren Hersch
The DOL fiduciary rule: reactions from 4 industry associations
Article posted by Warren Hersch
The associations contend that the rule's “substantial costs” and "burdens" will prompt many brokers to exit the business.

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Annuities »

William Byrnes
Pros and cons of the longevity annuity contract
Article posted by William H. Byrnes, Esq.
There is no such thing as a perfect retirement income planning tool, and since the QLAC is a relatively new product, it’s more important than ever that advisors have a concrete understanding of the potential benefits — as well as the potential objections — to including a QLAC in a client’s retirement savings account.

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