Selfies: The latest big data source for life insurance
As the old adage says, a picture is worth a thousand words. But for life insurers, the value may...
Read MoreMonth: May 2017
The ticking time bomb most firms have overlooked
May 17, 2017 | Industry / Practice Management
A year ago this month, Advisor Group asked the planners affiliated with its network of independent...
Read MoreThe Secret to Your True Potential Is Fried Chicken
May 15, 2017 | Industry / Practice Management
I was at a conference once, and the speaker there—Don Barden (author of the Perfect Plan)—talked...
Read MoreUpdated mortality tables are raising concerns
May 14, 2017 | Regulatory / Compliance
Updated mortality tables expected this year from the IRS will increase defined benefit plan...
Read MoreModified Endowment Contracts and the 7-Pay Test
May 13, 2017 | Client Related, Industry / Practice Management
The term modified endowment contract, or MEC, has been around for almost 30 years, yet it...
Read MoreRecent Posts
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House Passes SECURE ActDec 23, 2019 | DOL
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Ten Signs Your Client Has DementiaAug 21, 2018 | Client Related
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IRS Announces Forthcoming Section 67(g) ClarificationsAug 14, 2018 | Tax
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