Life insurers have concerns about tax-overhaul proposals The life insurance industry plans to air its concerns to Congress over proposals by Rep. David Camp, R-Mich., and potential proposals by President Barack Obama. Camp’s proposals would affect the use of inherited IRAs, as well as the tax treatment of life insurance…
Advisers should communicate with clients across multiple channels Research indicates “effective client communication remains a key for client satisfaction, retention, and referrals,” Michael Kitces writes. More communication in “more ways — across more channels — shows an increase an client satisfaction,” Kitces writes. Nerd’s Eye View blog (3/3)
How to maximize your ROI on life “Have you ever felt like you need an upgrade on your life? Most of us have, and there’s a way to get it,” writes Dr. Sanjay Jain. “First, I tell people, ‘Don’t be afraid of making your life clearer.’ Many argue that life…
Model aims for better-quality, lower-cost care for the elderly More than 20 states are at least partway on the path to create a health care model for elderly patients that coordinates medical and long-term care, writes Howard Gleckman. The “managed long-term supports and services” model involves states shifting responsibility for…
Many consumers want to work with female advisers, research finds Women generally are seen as embodying the characteristics that most investors seek in an adviser, according to research by Pershing. “It’s important for a financial adviser to be empathetic, listen and connect emotionally with a client’s aspirations, hopes and fears…
Proposed federal tax on financial-services firms draws flak A group of financial-services associations has written to congressional leaders to voice opposition to a proposal that would impose a federal tax on insurance companies deemed systemically important as well as other major financial-services firms. “A targeted tax on financial institutions, regardless…
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