Income tax filing season is stressful enough for clients, but the requirements of the Affordable Care Act add another dimension. Here is what your clients need to know.
MIB Life Index Reveals Uptick in Younger, Older Age Life Applicants
The largest percentage gains in the index last year came from younger life insurance applicants under the age of 45 and from applicants older than age 60.
In a new court filing, plaintiffs argue that the Department of Labor exemption to allow IMOs to participate in selling FIAs under the fiduciary rule is flawed. The exemption proves the worst predictions on the rule impact are coming true, attorneys claim.
Super-IMOs would only have to show good faith effort for exemption until August 2018.
The DOL finally released its proposed exemption permitting IMOs to become financial institutions and sell annuities under the fiduciary rule. Good news or bad news? Our Kim O’Brien breaks it down.
Trump orders delay on Obama regulations yet to take effect, but moratorium won’t apply to Department of Labor fiduciary rule. Still, opponents have plenty of firepower at hand to kill rule.
The proposed Patient Freedom Act of 2017 gives states the authority to decide whether they will remain with the current health care law or participate in an alternative plan.
Donald J. Trump was sworn in as the 45th President of the United States today. What will it mean for financial services and nettlesome regulations? Some industry observers react via Twitter.
How can you help young clients prepare for the birth of a child? Through a comprehensive family plan that is heavy on saving for the future.
Insurance brokers must help educate their clients’ employees on what they’re buying and what they’re going to get for their money.
Thresholds proposed for independent marketing organizations (IMOs) to participate in the sale of fixed indexed annuities are so high as to be virtually worthless and unworkable for the bulk of the IMO industry, industry experts said.
On the eve of his inauguration, what will President-elect Donald J. Trump mean for financial services? Is it presumptuous to expect burdensome regulations to be wiped off the books?
This week’s Congressional Budget Office report painted a dire picture of what would happen if a Republican bill Congress passed last year to repeal the Affordable Care Act had become a reality. But what’s really going to happen?
Price is Not Right for Senate Democrats
Nominee for secretary of health and human services, Rep. Tom Price, R-Ga., faced off against senators for the first time Wednesday. The hearing included some testy exchanges with Democrats on the panel.
Independent marketing organizations would be required to reserve 1 percent of their annual premium and sell at least $1.5 billion annually to qualify as a financial institution under the Department of Labor’s fiduciary rule.
This newly-enacted legislation opens the doors for an attractive alternative to group health insurance for small employers.
Rising rates offer advisors more freedom with regard to laddering clients’ retirement income portfolios.
What antivirus software has in common with your annual flu shot.
The Department of Labor fiduciary rule is a game-changer when it comes to giving retirement advice. Here is how you can take advantage of the rule to help clients with their 401(k) plans.
