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Archive for category: uncategorized

6 things advisors should know about QLACs

January 14, 2015
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In July 2014, the IRS released final regulations on QLACs, or…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-01-14 09:52:462015-01-14 09:52:466 things advisors should know about QLACs

IRS Unleashes Global FATCA Data Exchange, Offshore Transparency Everywhere

January 13, 2015
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Some of the folks down at the IRS may have been ‘confused‘…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-01-13 08:16:382015-01-13 08:16:38IRS Unleashes Global FATCA Data Exchange, Offshore Transparency Everywhere

Business succession planning: Look to life insurance

January 8, 2015
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If you’re looking to expand your client base and the range…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-01-08 13:28:152015-01-08 13:28:15Business succession planning: Look to life insurance

6 top tax changes for 2015

January 6, 2015
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The real changes to the tax code for 2015 are mostly incremental…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-01-06 13:37:482015-01-06 13:37:486 top tax changes for 2015

The actuaries: Longer client life spans require big shift from advisors

January 5, 2015
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Advisors who write financial plans for clients, and those who…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-01-05 11:37:432015-01-05 11:37:43The actuaries: Longer client life spans require big shift from advisors

IUL: the “next best thing” to a retirement income supplement?

December 19, 2014
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With the stock market's continued ups and downs, and interest…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2014-12-19 08:30:202014-12-19 08:30:20IUL: the “next best thing” to a retirement income supplement?

Indexed universal life: It’s just a great investment

December 9, 2014
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Everything we do in life involves some element of risk. Some…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2014-12-09 09:32:272014-12-09 09:32:27Indexed universal life: It’s just a great investment

Voya exec. stresses life insurance as a component of retirement security

December 5, 2014
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Framing the value of life insurance for prospects in terms of…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2014-12-05 10:41:032014-12-05 10:41:03Voya exec. stresses life insurance as a component of retirement security

3Q Individual Life Premium Up 4%

December 4, 2014
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Total individual life insurance new annualized premium improved…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2014-12-04 08:50:102014-12-04 08:50:103Q Individual Life Premium Up 4%

The perfect tax-favored investment vehicle

December 3, 2014
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Today’s investors typically seek three things: safety, income…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2014-12-03 08:27:282014-12-03 08:27:28The perfect tax-favored investment vehicle
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