Monthly Archive: December 2023

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Annuity Marketing Support Firms Merge

White Glove and TouchFuse, two firms that help financial professionals market annuities, life insurance and other financial services products, have merged. White Glove is a Troy, Michigan-based firm that works with financial professionals to...

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Say What? 9 Things Overheard Among the Wealthy

1. Let’s be frank: “We are all 1 percenters here.” We were island hopping on a cruise on a smaller ship with about 75 passengers. It was easy to get to know people, with...

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The Two Best Life Settlement Opportunities

What You Need to Know Clients can sell some term life policies. Older but healthy insureds can often sell their policies. A policy sale price can be much higher than a policy cash surrender...