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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...
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 ...
Vanilla Ice issues stone cold takedown of US death taxes, ‘vulture’ lawyers — shares estate planning...
Moneywise via Yahoo Finance· 15 hours agoPutting tangible assets into an irrevocable trust is a reasonable estate planning move, according to...
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
Inheritance tax gifting tips to reduce bill of Britain's most-hated tax
Daily Express· 15 hours agoConsider Life Insurance: Taking out a life insurance policy written in trust can provide funds ...
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
Meet the 102-year-old healthy-living pioneer who was espousing ‘wellness’ long before it was a trend
Fortune· 55 minutes agoThe Brooklyn native has accomplished a dizzying amount in her life, including starting and running Rancho la Puerta and also the Golden Door, a luxe Japanese spa and resort ...
The New Fiduciary Rule (33): The DOL’s Final PTE 84-24 | JD Supra
JD Supra· 4 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 ...
Financial Services Roundup: Market Talk
The Wall Street Journal· 4 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...
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