Social Security Made Nearly $72B in Improper Payments, Watchdog Reveals
Beneficiaries who receive overpayment notices, “whether as a consequence of an error on their part or on the part of...
life insurance
Want Your Clients to Invest More? Educate Them, Ex-NFL Linebacker Says
While many financial advisors have dismissed the effort as a bother, it is indeed worth an advisor’s time to teach...
Solving the Decumulation Dilemma
And there may well be other considerations regarding technology, aggregation, and tracking. Additionally, the advisor may not be able to...
Life Insurance and Annuities on the 2024 Rollercoaster
Embracing digital business practices — everything from E-applications at the beginning of the value chain, to the automated underwriting on...
How much term insurance to get – Individual Case
I am a single male in late 20s and I currently have a 30 year 1M policy. I also have...
What You Need to Be 'Wealthy' in 12 Cities
Start Slideshow In a new survey, Americans say it takes an average of $2.5 million to be considered wealthy, up...
TD Takes $2.6B Hit on Probe, Sells Schwab Shares
Toronto-Dominion Bank is taking a provision of $2.6 billion for fines it expects to pay for failures in its money-laundering...
Can't Stand Form 1099-R? Tell the IRS
What You Need to Know The agency puts its forms through paperwork reviews every three years. This form is used...
Ex-Broker Barred After Refusing to Respond to FINRA Probe
Former broker Gregory Alan Corrie, fired from Cambridge Investment Research last year, has agreed to be barred from the industry...
More Annuity Owners Are Buying Their Contracts From Issuers
For financial planners and life insurance agents, more competition in the annuity sales market may be coming from the insurers writing...
