Changing exemptions for life insurance sales in qualified plans
What two prohibited transaction exemptions will mean to advisors and clients.
An exclusive benefit for a select group of key employees could discourage them from jumping ship.
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Don’t overlook life insurance in a qualified retirement plan
The Internal Revenue Code allows the use of life insurance in a retirement plan if it is incidental to the primary purpose of providing retirement benefits.
Social Security: The insurance professional’s secret edge
Helping people claim Social Security is a natural segue to other retirement-related financial, tax and insurance discussions.
New York state’s best interest regulation has lasting impact
Presenting yourself as a professional comes with a duty and an obligation.
