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Investment firm 777 sells US insurance business to Knighthead
Semafor via Yahoo Finance· 1 day agoInvestment firms have been racing to replicate Apollo’s money-spinning annuities business, which...
Can retirees afford long-term care insurance?
CBS News· 3 days agoOf course, your actual cost will depend on the features of the insurance policy you choose and other factors like your gender, age and health status. One...
Vanilla Ice issues stone cold takedown of US death taxes, ‘vulture’ lawyers — shares estate planning...
Moneywise via Yahoo Finance· 8 hours agoPutting tangible assets into an irrevocable trust is a reasonable estate planning move, according to...
Insurance agent took out policies in clients’ names, made himself beneficiary, feds say
The News & Observer· 3 days agoAn insurance agent swindled clients and his employer by taking out life insurance policies in clients’ names without their permission ...
Inheritance tax gifting tips to reduce bill of Britain's most-hated tax
Daily Express· 8 hours agoConsider Life Insurance: Taking out a life insurance policy written in trust can provide funds ...
FINRA Bulletin Uncovers Blind Spots for Wealth Managers About Life Settlements
WealthManagement.com· 3 days agoAs an estate planner or investment advisor, you may be faced with a client who asks you for advice about considering a life settlement for their insurance
Council Post: How Life Insurance Protects Businesses And Breaking Down Common Misconceptions
Forbes· 5 days agoIf you own a business, there’s another type of life insurance to consider: business life insurance. Business
Daily mortgage rates for May 24, 2024: Average 30-year rate dips below 7%
AOL· 8 hours agoSee average mortgage rates for today, for a 30-year fixed mortgage, 15-year fixed, jumbo loans,...
Financial Services Roundup: Market Talk
The Wall Street Journal· 2 hours agoFrench lender’s latest bolt-on deals provide promising profitability, the analyst says pointing to its acquisition of a 9% stake in Belgian insurer...
FINRA Suspends Rep for Violating Reg BI With L Bond Sales | ThinkAdvisor
ThinkAdvisor· 13 hours agoThe Financial Industry Regulatory Authority has suspended and fined a rep for violating Regulation...