Author: awbfinancial4

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What 4% Rule? Morningstar Has a New Number

“If a retiree is willing to adjust their spending in line with portfolio performance, that allows for higher starting withdrawals and generally higher lifetime withdrawals,” Benz observes. Ways to introduce such flexibility include forgoing...

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How to Prospect for Life Settlements

So, yes, it is possible to cold call qualified candidates and ask the question: Do you have too much life insurance? This, of course, is the opposite of what life insurance producers have been...

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Relm Launches 50-State MGA to Be Led by Lavigne

Article 0 Comments Specialty carrier Relm Insurance said it has launched a managing general agent licensed in all 50 states. Relm also said Keith Lavigne has joined as head of underwriting – US. He...

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CSIO Announces Six New Compliance-Certified Insurers

Toronto, ON (Dec. 10, 2024) – CSIO is pleased to extend its congratulations with the announcement that the following six insurers have achieved CSIO’s Compliance Certification: Carleton-Fundy Mutual Insurance Company The Commonwell Mutual Insurance...