Brokers’ lives are (hopefully) about to get a little easier.
President…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png235231Glen Clayhttps://3mark.com/wp-content/uploads/3Mark-40_Horizontal-Large.pngGlen Clay2015-01-15 08:19:402015-01-15 08:19:40Broker licensing bill signed into law
In July 2014, the IRS released final regulations on QLACs, or…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png235231Glen Clayhttps://3mark.com/wp-content/uploads/3Mark-40_Horizontal-Large.pngGlen Clay2015-01-14 09:52:462015-01-14 09:52:466 things advisors should know about QLACs
The real changes to the tax code for 2015 are mostly incremental…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png235231Glen Clayhttps://3mark.com/wp-content/uploads/3Mark-40_Horizontal-Large.pngGlen Clay2015-01-06 13:37:482015-01-06 13:37:486 top tax changes for 2015
Advisors who write financial plans for clients, and those who…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png235231Glen Clayhttps://3mark.com/wp-content/uploads/3Mark-40_Horizontal-Large.pngGlen Clay2015-01-05 11:37:432015-01-05 11:37:43The actuaries: Longer client life spans require big shift from advisors
With the stock market's continued ups and downs, and interest…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png235231Glen Clayhttps://3mark.com/wp-content/uploads/3Mark-40_Horizontal-Large.pngGlen Clay2014-12-19 08:30:202014-12-19 08:30:20IUL: the “next best thing” to a retirement income supplement?
Everything we do in life involves some element of risk. Some…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png235231Glen Clayhttps://3mark.com/wp-content/uploads/3Mark-40_Horizontal-Large.pngGlen Clay2014-12-09 09:32:272014-12-09 09:32:27Indexed universal life: It’s just a great investment
Framing the value of life insurance for prospects in terms of…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png235231Glen Clayhttps://3mark.com/wp-content/uploads/3Mark-40_Horizontal-Large.pngGlen Clay2014-12-05 10:41:032014-12-05 10:41:03Voya exec. stresses life insurance as a component of retirement security
Total individual life insurance new annualized premium improved…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png235231Glen Clayhttps://3mark.com/wp-content/uploads/3Mark-40_Horizontal-Large.pngGlen Clay2014-12-04 08:50:102014-12-04 08:50:103Q Individual Life Premium Up 4%
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
IUL: the “next best thing” to a retirement income supplement?
Indexed universal life: It’s just a great investment
Voya exec. stresses life insurance as a component of retirement security
3Q Individual Life Premium Up 4%