Monthly Archive: June 2019

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Why We Should Rethink Joint Payout Elections

When it comes to guaranteed lifetime withdrawal benefits on a fixed indexed annuity, why are joint payouts often left out of the conversation? Hint: It’s not because spouses don’t want or need joint payouts....

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When A Simple ‘Thank You’ Keeps Your Best People Close

Andy Albright wanted to give his top producers and corporate leaders a bonus — a half a billion dollars’ worth. It was not in cash but in face value. It was a retention tool...

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Hall of Fame, Fall of Shame

Football star Travis Henry learned the hard way that fathering children is expensive. Not even the $20 million Henry earned over a seven-year career in the National Football League was enough to support his...

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It’s a Process

If you ask Mark Acre what he will be doing at 9:30 a.m. tomorrow or at 3 p.m. Monday, he will have a quick answer for you. Acre has time management down to a...

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Tough Stuff

Staff Sgt. Travis Mills was lying on a stretcher in a helicopter just minutes after his arms and legs were blown off by a buried bomb in Afghanistan, almost certain he was going to...

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Laws, Regulation Target Insurance Products

Industry lobbyists are tallying long hours tracking regulatory and legislative efforts that threaten to substantially change the sale of insurance products. Rule changes are advancing on three fronts: The Securities and Exchange Commission approved...

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Learning To See

When people meet me, they might sense something a little weird. OK, a lot weird. One key thing is, I don’t hear perfectly. I have worn hearing aids since I was 3, but the...

Canadians want rules in place to prevent financial exploitation

An overwhelming majority of Canadian investors believe that protective measures should be put in place to ensure that investment firms and advisors can take action when they suspect investors have become vulnerable or that...

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Porsche Financial Services Introduces Porsche Auto Insurance

Mileage-based insurance option now offered to Porsche drivers in Illinois and Oregon Atlanta, GA (June 20, 2019) – A new breed of insurance is available to Porsche drivers. Porsche Auto Insurance delivers tailored insurance...