See the details based on a study of AXA Equitable and 22 competitors.…
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Very little in the U.S. tax code draws the ire of taxpayers and…
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The '80s were filled with great agent confrontations, which in…
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Brokers’ lives are (hopefully) about to get a little easier.
President…
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In July 2014, the IRS released final regulations on QLACs, or…
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The real changes to the tax code for 2015 are mostly incremental…
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Advisors who write financial plans for clients, and those who…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png235231Glen Clayhttps://3mark.com/wp-content/uploads/Logo-1.pngGlen Clay2015-01-05 11:37:432015-01-05 11:37:43The actuaries: Longer client life spans require big shift from advisors
QLAC – Qualifying Longevity Annuity Contract
Who offers the best term conversion privileges?
What you need to know about how Social Security is taxed
Who lost the war between term and permanent life insurance?
Broker licensing bill signed into law
6 things advisors should know about QLACs
IRS Unleashes Global FATCA Data Exchange, Offshore Transparency Everywhere
Business succession planning: Look to life insurance
6 top tax changes for 2015
The actuaries: Longer client life spans require big shift from advisors