How Likely Is That Annuity to Stick?
Will your client’s new annuity stay in force for decades, or only until the surrender-charge period ends? Or, will it...
life insurance
FINRA Slaps Rep for Texts, LinkedIn Messages
The Financial Industry Regulatory Authority has fined a registered rep $5,000 and suspended him for a month for using text...
15 States With the Worst Economies: 2024
Start Slideshow When it comes to contributing to U.S. economic growth, some states outperform their peers, often by a wide...
What is an Income Protection Deferred Period?
What is a Deferred Period on an Income Protection Insurance Policy? The deferred period on an income protection insurance policy...
Affordable Life Insurance for Heart Attack Survivors: Securing Your Future
Heart attacks can be life-changing events, affecting not just your health but also your financial well-being. Surviving a heart attack...
How This Bank Rep Took the Leap to Independence
That was instrumental in helping me with issues like: Who do you use for 401(k) work? Who do you use...
5 Planning Considerations for Shared Family Properties
What You Need to Know Sentimental value can significantly influence decision-making processes. Risk-management strategies include investing in liability insurance or...
How Advisors Can Help Women Adjust to Widowhood
Only 48% of widowed women said they felt prepared to manage their finances after their spouse’s death. Seventy percent of...
Ed Slott: Time for Some Clients to Ditch Traditional IRAs
What You Need to Know Low current tax rates and big federal budget concerns put the traditional IRA in a...
Fed Dials Back Rate Forecasts, Signals Just One Cut in 2024
Fed officials also published fresh forecasts for inflation, raising their projection for underlying inflation to 2.8% from 2.6% in March....
