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Can retirees afford long-term care insurance?
CBS News· 5 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...
Investment firm 777 sells US insurance business to Knighthead
Semafor via Yahoo Finance· 3 days agoInvestment firms have been racing to replicate Apollo’s money-spinning annuities business, which...
Insurance agent took out policies in clients’ names, made himself beneficiary, feds say
The News & Observer· 4 days agoAn insurance agent swindled clients and his employer by taking out life insurance policies in clients’ names without their permission ...
FINRA Bulletin Uncovers Blind Spots for Wealth Managers About Life Settlements
WealthManagement.com· 4 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
Vanilla Ice issues stone cold takedown of US death taxes, ‘vulture’ lawyers — shares estate planning...
Moneywise via Yahoo Finance· 2 days agoPutting tangible assets into an irrevocable trust is a reasonable estate planning move, according to...
Council Post: How Life Insurance Protects Businesses And Breaking Down Common Misconceptions
Forbes· 6 days agoIf you own a business, there’s another type of life insurance to consider: business life insurance. Business
This 102-year-old resort owner knows a thing or two about longevity: ‘I do not allow negative...
Fortune via Yahoo Finance· 1 day ago“It was the Depression. And my dad was very depressed,” recalls Szekely, née Shainman, who was 12...
Daily mortgage rates for May 24, 2024: Average 30-year rate dips below 7%
AOL· 2 days agoSee average mortgage rates for today, for a 30-year fixed mortgage, 15-year fixed, jumbo loans,...
29 Careless Ways Retirees Waste Their Savings
GoBankingRates via AOL· 7 hours agoYou've worked hard your whole life, so you deserve to enjoy yourself in retirement. However, when you live on a fixed income, it's important to keep...
The New Fiduciary Rule (33): The DOL’s Final PTE 84-24 | JD Supra
JD Supra· 5 days agoWhile PTE 2020-02 can be used for banks, investment advisers, broker-dealers, and insurance companies (“financial institutions”), there is an alternative exemption, PTE 84 ...