The rules governing how much tax-free cash a client can hold in a permanent life policy are changing. But advisors who act now may be able to help their clients benefit from the existing rules for years to come
The case, which relates to four universal life insurance products the firm inherited through an acquisition, is seeking a total of $2.5 billion in damages
Female advisors, especially, are in a unique position to capture business from this demographic as 80% of women leave their advisor when their spouse passes away
Firm recommends that affected investors work with advisor and a U.S. tax professional
All major political parties have made pensions and retirement income a major focus in this year’s federal election campaign
Firms can use the new CRM2 requirements to connect more fully with their clients
Clients may be shocked at the amount of the premium increase
Group critical illness product launches Canadian initiative
The Digital Benefits Assistant is designed to prompt group clients to take advantage of the benefits available them
New policy has a range of features designed to appeal to clients looking for security