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Can retirees afford long-term care insurance?
CBS News· 4 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· 2 days agoInvestment firms have been racing to replicate Apollo’s money-spinning annuities business, which...
This 102-year-old resort owner knows a thing or two about longevity: ‘I do not allow negative...
Fortune via Yahoo Finance· 16 hours ago“It was the Depression. And my dad was very depressed,” recalls Szekely, née Shainman, who was 12...
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 ...
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
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· 1 day agoPutting tangible assets into an irrevocable trust is a reasonable estate planning move, according to...
Inheritance tax gifting tips to reduce bill of Britain's most-hated tax
Daily Express· 1 day agoConsider Life Insurance: Taking out a life insurance policy written in trust can provide funds ...
Daily mortgage rates for May 24, 2024: Average 30-year rate dips below 7%
AOL· 1 day agoSee average mortgage rates for today, for a 30-year fixed mortgage, 15-year fixed, jumbo loans,...
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 ...