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Newsletter January 3, 2018

 January 3, 2018 INDUSTRY ARTICLES     ·         Voya to Exit Most of Its Annuity Business The firm wants to focus on “higher-growth, higher-return, capital-light” lines of business. Read more. ·         How 3 Generations Prepare for Retirement A...

Newsletter December 27, 2017

December 27, 2017   INDUSTRY ARTICLES     ·         5 Big Questions About Annuities for 2018 Clear ideas about the answers may be scarce, but here’s what we’ll be asking about. Read more. ·         Obesity Linked to 13 Types of Cancer For...

Newsletter December 20, 2017

December 20, 2017   Click here for Year-End Dates and Deadlines from our carriers.   INDUSTRY ARTICLES     ·         4 Key Buy-Sell Agreement Basics Businesses will be better clients if you help keep them in business. Read more.   NEWS FROM...

Newsletter December 13, 2017

December 13, 2017 Click here for Year-End Dates and Deadlines from our carriers.   INDUSTRY ARTICLES     ·         5 Things an Asset-Based LTC Veteran Sees Today Pat Foley sees different types of solutions appealing to different types of financial...

Newsletter December 6, 2017

December 6, 2017   Click here for Year-End Dates and Deadlines from our carriers.   INDUSTRY ARTICLES     When the IRS Wants Your Life Insurance Policy The government can establish a lien against a policy. It can also foreclose. Read more.  ...

Newsletter November 29, 2017

November 29, 2017 INDUSTRY ARTICLES     Speaker Calls for More Use of Permanent Life in Buy-Sell Arrangements Joe Ross contends that using permanent life is to using term life what using an iPhone is to using a flip phone. Read more. 5 Ways Independent Life...