SECURE 2.0 contains a number of provisions that advisors who work with wealthy clients need to know.
While Americans worry about the rising cost of living, not saving enough, and taxes, those in the “middle market” who own cash value life insurance are less likely to be worried about these financial concerns, according to the latest study from Allianz Life.
The index additions are designed to help address challenges posed by changing economic conditions.
Driving productivity and understanding catastrophic risk are two areas in which greater adoption of artificial intelligence can be expected in the coming year.
California LTCi task force receives consultant’s report outlining five options for a state-run benefit. Will Californians support another tax?
Simplifying finances, getting more involved, and consolidating for better planning, are the top three reasons U.S. consumers move their money between financial-services companies, according to a recent study.
Indexed universal life is expected to have had a record year in 2022 when the fourth quarter is tallied. But new regulatory guidance this year might disrupt the streak.
Automation should allow customers to perform tasks while freeing up staff to work on more complex issues.
Transamerica announces the availability of the Transamerica Financial Choice IUL, a new index universal life insurance policy to protect beneficiaries while providing flexibility and opportunity for tax-advantaged supplemental income.
The battle against inflation, a possible recession and a potentially flat year for life insurance sales are all top of mind for financial services firms providing critical insights for advisors as they help their clients navigate the challenges and opportunities that lie ahead.
Amid all the stories about sophisticated cybercrimes, it turns out the most common crime impacting corporate America is simple fund transfer requests that send money into the accounts of criminals, a recent study shows.
Under the $1.65 trillion federal spending bill approved by Congress in December, states can begin disenrolling people from Medicaid in April even if the public health emergency designation remains in place.
Department of Business and Industry Director Terry Reynolds announces the appointment of Nick Stosic as Interim Insurance Commissioner at the…
The Federal Reserve has been aggressively raising its key rate to bring inflation down to 2%, but it will also bring down the economy with it, according to a BlackRock report
Lee is president of Lee Investment Management in Saratoga Springs, N.Y.
From changes to required minimum distributions to emergency withdrawals from 401(k) plans, here are some highlights of the new law.
Study finds that the nation’s youngest adults are taking significant steps to improve their financial wellbeing, with the goal of retiring at age 59 – years ahead of the generations that preceded them.
The Wisconsin Office of the Commissioner of Insurance recently released a list of administrative actions for December. The actions are…
The ongoing criminal case pitting the government against the self-titled, “Annuity King” could finally go to trial this spring.
