Consumers often need help finding the right LTCI product The best time to buy a long-term care policy is well in advance of when it’s likely to be needed, but most Americans delay purchasing LTCI until after they have health problems or are nearing retirement age. LTCI is a long-term…
2014 Congressional Conference: NAIFA members visit Capitol Hill NAIFA members from all 50 states held meetings Wednesday on Capitol Hill with their senators and representatives. They explained to their elected officials the importance of the current tax treatment of life insurance and annuities to their clients and the U.S. economy….
Exec calls on advisers to oppose DOL fiduciary proposal Scott Curtis, president of Raymond James Financial Services, has called on advisers to join a grassroots campaign against the U.S. Labor Department’s fiduciary proposal. Market participants say the department’s move could limit access to financial advice. “We don’t think this is…
Top compliance challenges facing the advisory industry What’s keeping compliance executives up at night? Megan Leonhardt looks at the five most pressing issues facing financial-advisory firms, starting with a heavy volume of regulations and ending with social media concerns. WealthManagement.com (U.S.) (5/20)
Annuities can be a tax-efficient option for long-term care Annuities with long-term-care riders became available only fairly recently, but brokerage general agent Michael Smith says they are starting to attract attention from clients. The product got a boost from a federal law that in 2010 exempted long-term-care benefits paid from…
NAIFA is working to get national broker-licensing clearinghouse established Creation of the National Association of Registered Agents and Brokers is one of NAIFA’s top legislative priorities, and NAIFA members this week met with lawmakers regarding the NARAB II bill. The measure aims to create a federal clearinghouse for brokers to…
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