Whole life policy gifted to me- best way to use?
For better or worse, my parents have decided to use whole a whole life policy as their way of estate...
life insurance
How to Avoid the Tax Trap of the Wash-Sale Rule
And the technology is growing more sophisticated. Advisors are increasingly looking for tools that, in addition to accounts and households,...
On-Demand: Streamlined EHR retrievals available with DigitalOwl summaries
Enabling rapid, actionable risk assessment in underwriting Physician and hospital adoption of Electronic Health Records (EHR) has skyrocketed over the...
Pre-condition Health Issues
I'm not sure if this is the right place for this post, but if it isn’t, please let me know,...
Serum Protein & Underwriting: Exploring the Hidden Potential of a Routine Panel
In our upcoming webinar, Brian Lanzrath, Director of Analytics will discuss how you can gain a stronger understanding of subtle...
Atkins, Ex-SEC Commissioner, Could Succeed Gensler
Digital Asset Defender Atkins served as a Republican SEC commissioner during the George W. Bush administration, after which he founded...
Having trouble getting details on policy
About 5-6 years ago I got a policy thorough MetLife and they have been auto withdrawing about $50/month. This was...
Fidelity to Switch Advisor Custody Accounts to FCASH as Only Core Sweep Option
CityWire first reported this week on the change, expected to take effect in February. The 7-day yield on Fidelity’s SPAXX...
I suspect a doctor made false assumptions that ultimately got me denied on a new application.
Not sure if this is the place to post, but I am utterly dumbfounded right now. I have one life...
To Sell for a Better Multiple, Put Your Firm Through Boot Camp
To maximize a business' value, an advisor must ensure that it appears healthy to prospective acquirers. That could take a...
