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Dan Berman
6 top tax changes for 2015
Article posted by Dan Berman
These are the major changes to the Internal Revenue Code taking effect in 2015.
Are caps and floors in IULs realistic? If so, why can't I do it myself?
Article posted by Tom Martin
We are often asked by our clients, “How can the insurance company afford such generous caps and floors in their indexed universal life policies?” Many insurance producers themselves may ponder the same question.
Steve Savant
Will LTC products that are linked drive standalone policies extinct?
Article posted by Steve Savant
It’s always interesting how consumer perception works in real life. They buy term life insurance and invest the difference rather than buy cash value life insurance. But they buy cash value long-term care in a hybrid policy instead of a standalone policy. It’s seems to be counterintuitive.
Jason Kestler
Sun Tzu and the art of financial planning
Article posted by Jason Kestler
The equities market has been on a roll for the last five years and is flirting with all-time highs. At the same time, the bond market has had a rally of its own. Twenty years of declining interest rates have consistently pushed bond prices higher; however, does the average investor fully understand the risks to their nest egg going forward?
Warren Hersch
The top 5 priorities for life insurers in 2015
Article posted by Warren Hersch
Expect to see more simplified and consumer-friendly products, including annuities tailored to young workers looking to build a nest egg.
Nichole Morford
Here are the 25 best business jobs for 2015
Article posted by Nichole Morford
Insurance agent ranks impressively high on the list.
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Daniel Williams
2014's best movies for business professionals: 1-5
Article posted by Daniel Williams
A team of misfits thrown together to save a galaxy; a whistleblower whose revelations shook the world; a boy just trying to grow up.
Michael Mahoney
The 10 essential health benefits covered under the Affordable Care Act
Article posted by Michael Mahoney
Although the 10 essential health benefits are now covered with no annual limits or lifetime maximums, many Americans might not know what these benefits include. Now is the time to learn about the 10 essential health benefits and take advantage of your and your clients' health plans.
Warren Hersch
5 tech products for advisors: Are they living up to the hype?
Article posted by Warren Hersch
Advisors have a lot to gain for the most recent round of tech tools — but also, some would argue, a lot to lose.
Daniel Williams
2014's best movies for business professionals: 6-10
Article posted by Daniel Williams
A brilliant codebreaker; a tough love teacher; a world built by a child: Today's movies reveal people who change the world around them.
Mike Anthony
When Medicaid and tax rules collide
Article posted by Mike Anthony, JD, CMP™
I noticed several incongruities between long-term care Medicaid rules and tax rules that every advisor should know and understand. So before you get too busy filling out your 1040, I thought I’d recap some good ways to make sure you and your clients are ready.
Daniel Williams
2014's best movies for business professionals: 11-15
Article posted by Daniel Williams
A sure shot; a modern day Moses; a sci-fi Groundhog Day: Today's movies reveal brilliant men who can't escape the things that haunt them.
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