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Life »

William Byrnes
Single premium whole life gives estate planning an edge
Article posted by William H. Byrnes, Esq.
For the right client, a single premium whole life insurance product may provide the gateway for achieving all of their planning goals and more—with the added benefit that these policies can provide a significant tax benefit that generally doesn’t apply to annuities.

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Retirement »

Marlene Satter
Younger workers want upgraded retirement plans
Article posted by Marlene Y. Satter
Millennial employees demand new standards for employer-sponsored retirement savings plans, says a new study

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Health »

BenefitsPro
Abortion battle heating up
Article posted by Benefits Pro
With President-elect Donald Trump still gunning to overturn Roe v. Wade, states prepare to bring the issue back to the state level.

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Annuities »

William Byrnes
New regs encourage split annuity pension option
Article posted by William H. Byrnes, Esq.
One of the most difficult pre-retirement decisions that a client may be faced with is whether to accept a lump sum option from his or her pension plan. Read about the new split distribution option.

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