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Alleviate Some of Your Clients’ Fears With Life Insurance
Alleviate Some of Your Clients’ Fears With Life Insurance
A fiduciary-rule lawsuit fails
A fiduciary-rule lawsuit fails. A federal judge rejected a request from an insurance-industry group to block a new rule on retirement advice, handing an early victory to the Obama administration in its defense of the landmark regulation against a series of legal challenges. Friday’s ruling by the U.S. District Court in Washington involved a case […]
Incorporating behavioral finance into Social Security strategies
It turns out that the principles of behavioral finance are not limited to investment strategies. They can apply equally as well to Social Security planning. Roughly 10,000 baby boomers will turn 65 every day for the next 14 years, and when they do they will have to navigate over 2,700 rules on benefits claiming. Read […]