INSURANCE

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The Nuts And Bolts Of The Inflation Reduction Act For Clients

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Aspects of the legislation impact taxes, the nation's energy goals and healthcare benefits.

Bear Markets Offer A Chance For Advisors To Grow, Consultants Say

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Down times are an opportunity for client acquisition and mergers and acquisitions, they say.

MassMutual Agrees To Pay $250,000 Over Failure To Supervise High-Pressure Sales

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Charles J. Evan was terminated by MML Investors Services in 2019 and permanently barred by Finra in 2020.

Blackstone's Tax-Free Hedge Fund Pitch Draws Scrutiny From Senate

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A Senate committee is scrutinizing the use of private placement life insurance to lower taxes for the wealthy.

Retirees' Social Security Income Is Being Eroded By Medical Costs, Study Says

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Out-of-pocket medical expenses are typically consuming about 25% of Social Security benefits, the study said.

GOP's Ron Johnson Faults ‘Entitlements,' Handing Democrats A Weapon

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Johnson endorsed the idea of Congress annually debating the funding for the programs like any other budget item.

iCapital Has Acquired Fintech Firm Simon Markets

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Simon Markets of New York City has a platform focused on structured investments and annuities.

Assuming Your Client Will Retire Healthy Is An Expensive Mistake

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Many people will face serious health conditions by the time they reach retirement age.

Biden's Covid Diagnosis Shows How Far We've Come Since Trump's

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The different therapies they received reflect the evolving course of the virus and medical countermeasures against it.

Insurance Agents Are Unknowingly Breaking DOL Rules, Attorney Says

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Some agents are accepting "conflicted compensation" without realizing it, attorney Fred Reish warned.

How Roth Conversions Can Reduce Sting Of Social Security, Medicare Hikes

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A key to the strategy is to lower required minimum distributions that can result in higher marginal tax rates.

Equitable Financial Fined $50M For Failing To Disclose Annuity Fees

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Nearly 1.5 million public school teachers and staff were defrauded by the company, the SEC said.

Confusion Preventing People From Selecting Best Medicare Plan, Survey Says

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Senior citizens are often not taking advantage of benefits because of lack of knowledge, the survey found.

Biden Administration To Again Extend The Covid Public-Health Emergency

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The emergency designation has given millions of Americans special access to Medicaid.

Estate Planning In This Particular Time Of Uncertainty

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Estate planning techniques and strategies that should be considered now.

Abortion Ruling Impact On Small Business Health Plans Still Unclear

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The ruling's implications are still unsettled because these plans fall under state regulation, observers say.

Insurance Meltdown Leaves Homeowners Without Policies And At Risk

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Insurance companies have closed shop in Louisiana and Florida, leaving thousands in the lurch.

Capital Group Sees Insurance Companies As Inflation Winners

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Fast-food restaurants could also be among those able to pass rising costs along to consumers.

Preventing Disability From Threatening Alimony Payments

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Protect clients by adding an own-occupation disability protection rider to their divorce agreement.

Using Risk Management To Add Value To Your Clients

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Become an expert in risk management and your clients will thank you and your prospects will hire you.

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