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Annuities »

William Byrnes
State crackdown on annuities sharpens suitability issues for advisors
Article posted by William H. Byrnes, Esq.
Newly issued New York regulatory guidance highlights the fact that explaining the variations between different types of immediate and deferred annuities can prove challenging for even the most experienced advisor.

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Retirement »

Melanie Waddell
DOL Fiduciary Rule could be halted 'within days' of inauguration
Article posted by Melanie Waddell
The Department of Labor’s fiduciary rule could be delayed “within days” of the new administration through action taken by Labor, instructions from the White House, or pending court cases.

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Health »

William Byrnes
Small business gets year-end relief for health reimbursements
Article posted by William H. Byrnes, Esq.
Small employers have long struggled to find health care solutions in order to both offer assistance in funding health insurance for employees and comply with the sometimes-onerous Affordable Care Act restrictions.

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Life »

Brian Leising
Senior clientele? Six tips to open more life insurance sales
Article posted by Brian Leising
Unfortunately many advisors make only one product sale per household and  never ask their clients about other potential life insurance planning needs. If you were able to uncover the need for one insurance product, why couldn’t you uncover another?

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