Guaranteed Choice Whole Life Ranks #1 for Income Take a look at the PML Competitive Edge to see how Guaranteed Choice Whole Life with the Overloan Protection Benefit Rider outperforms the competitions’ optimum retirement income designs. Penn Mutual’s Overloan Protection Rider supports stronger retirement income by ensuring the policy will…
Retirement advisers think the Trump administration's expected income-tax cuts will provide an opportunity to talk to clients about a 401(k) featuring Roth deferrals. Chad Larsen, CEO of wealth advisors MRP, says the cuts will make pre-tax deductions less appealing and the Roth option more attractive. InvestmentNews (1/27)
Financial professionals are discussing ways in which the Department of Labor's fiduciary rule might be blocked from implementation April 10. An interim rule from President Donald Trump and a delay request from the Labor Department are among plausible scenarios. InvestmentNews (1/23)
Businesses and their owners are simultaneously unique and alike. While operations, market challenges and financials vary widely, most share at least five similar concerns: 1. Protecting the business from unexpected events 2. Protecting the value and continuity of the business 3. Attracting and retaining competent employees 4. Accumulating financial assets…
The Securities and Exchange Commission is not likely to take any major action in the foreseeable future because a confirmation hearing has yet to be set for President Donald Trump's chairman nominee and the two remaining commissioners represent opposing sides of the political spectrum. If confirmed, Jay Clayton, a partner…
Lobbyists representing the financial sector said they expect President Donald Trump to move quickly to postpone the effective date of the Labor Department's fiduciary rule. Industry organizations have argued that because the rule is so complex the cost of compliance will make financial advice more expensive. InvestmentNews (1/20), ThinkAdvisor (1/20)
E-Z Pass just got easier and more competitive Underwriting program’s look-back period extended from four to five years E-Z Pass offers advisors a way to speed sales by providing quick and easy approvals for additional life insurance coverage on clients who have been fully underwritten and approved by MassMutual or…
January 18, 2017 Symetra remains committed to the Guaranteed Universal Life space. Along with our commitment to offering competitively priced products, we are equally committed to providing you and your clients with products that are sustainable. As a result of the historically low interest rate environment and the competitive landscape,…
While Companion Life has withdrawn their GUL in NY for new sales, it is still available for term conversions. Please call our Illustration & Product Specialist Nicole Anderson with any questions at 845-495-5000 x 207 or via email [email protected]
The US Labor Department has released a 16-page FAQ explaining what its fiduciary rule says and how it can be used to make financial decisions. "The new consumer protections start to go into effect this April, and we want to be sure that consumers have the information they need to…
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