Most of the 2017 Tax Cuts and Jobs Act is set to expire at the end of 2025. In particular, the estate tax exemption will return to pre-2017 levels. Will Congress act first?
Indexed products are leading the way in the life insurance and annuity space. But critics continue to complain about misleading illustrations and complex products. Where do we go from here?
Some agents and financial planners swear by indexed universal life as a versatile product that addresses many issues. Others say it’s a devil in disguise.
Those who work in the life settlement market say it’s a legitimate strategy for many people. However, a new round of stranger-originated life insurance lawsuits is a reminder of the ties between STOLI and life settlements.
The younger generations can get caught up in unrealistic investment ideas they find on social media. For advisors, the challenge is to cut through the noise and help them set realistic expectations.
Economic conditions remain ripe for an ongoing annuity sales boom. But the Department of Labor’s new fiduciary rule expansion could be a major disruption.
Serve HNW clients by addressing their unique concerns. Advisors who specialize in the HNW market said their ability to be a trusted partner on their clients’ financial journeys.
The Department of Labor is trying for the fourth time to extend fiduciary duty to virtually all annuity sellers. Industry critics are spoiling for a fight. So what’s in this rule?
The SECURE Act and its companion, SECURE 2.0, introduced several changes to retirement saving and associated tax implications for 2024. Likewise, the looming presidential election will have major influence on the direction of tax policy.
Insurers are embracing the potential of artificial intelligence, but regulators are slowly catching up with new rules to guard against discrimination and protect privacy.
Employee benefits are evolving to serve a changing workforce. The old ways of doing business no longer apply in the days of remote work and five generations in the workplace.