Tagged: News

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10 Secure 2.0 Act Fixes Congress Needs to Make

Start Slideshow This week, two key congressional committees released identical discussion drafts of legislation containing technical corrections and other clarifications to be made to the Setting Every Community Up for Retirement Enhancement 2.0 Act...

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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...