Life

Life insurance sales »

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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Life products »

Dan Cook
Are millennials really that different from older generations?
Article posted by Dan Cook
Interesting insights into the next generation of leaders and investors.

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Life Settlements »

Warren Hersch
The new retirement: working right to the end [infographic]
Article posted by Warren Hersch
Most millennials plan to continue working during their retirement years, according to a new Merrill Edge report. Is the traditional view of retirement passé?

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Estate Planning »

Marlene Satter
9 retirement moves other countries get right
Article posted by Marlene Y. Satter
Other countries are ahead of the U.S. on the retirement curve. In fact, according to theMelbourne Mercer Global Pension Index (MMGPI), the U.S. doesn’t even make the top 10—and that’s not good news.

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Combo Products »

Nick Thornton
Will DOL fiduciary rule compliance dates be delayed?
Article posted by Nick Thornton
Sources familiar with talks between lawmakers and industry stakeholders say consideration is being given to delaying the implementation dates for the Department of Labor’s fiduciary rule.

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