Alan Lavine

Alan
Lavine

Alan Levine is a contributing writer to REP. and author of some 15 books on investments and insurance. He also writes a column for Dow Jones Marketwatch's "Retirement Weekly."

Articles
Taking the Sting Out of Annuity Taxes  5
Gains on variable annuities are taxed at ordinary income rates on withdrawal. But there are options to limit the bleeding.
Avoid Blowing Up a Veteran's Benefits
Selling trusts and life insurance to wartime veterans can be tricky. One misstep could disqualify them from important benefits.
Old Money
For advisors, it pays to insure a client’s valuable collectibles, like antiques, rare toys, ceramics or wine; but it’s crucial to find reputable appraisers and carriers.
The Holy Grail of Financial Planning
Annuities can get a bad rap, but used correctly they can play a central role for clients who both want to leave money to heirs and also ensure they themselves will never run out of income, according to a recent academic study.
Solving the Riddle of the Immediate Annuity
Client torn between leaving money to heirs or buying an immediate annuity? Here’s how to help them decide.
Uh, Sorry…Can We Have That Back? 1
Several insurance companies are following in the footsteps of The Hartford and offering to buyback variable annuities with guaranteed lifetime income. Should your clients take the cash?
Lock into Long-Term Care with Hybrid Policies
Combining life insurance and annuities with long-term care policies can protect against premium hikes or the risk of never making a claim. Here’s how to make sure they are right for your clients.
Caring for the Young?
Despite sluggish long-term care insurance sales, those buying coverage are younger than ever.
Insuring Income
Buying protection for a client's retirement income can be overwhelming. Should you choose a variable annuity with a lifetime income rider? Or an immediate annuity? Here's how to wrap your head around the answer.
Avoid These Overlooked Selling Mistakes
The complexities of some insurance products make it easy to slip up and do the wrong thing. Here are some warning signs.
Insurance Mistakes
How to help your clients avoid cashing out or canceling their life insurance policies.
Best Small Business Insurance Strategies
A buy-sell agreement is like a Last Will and Testament for a business because it spells out what happens when a co-owner dies.
Hedging ETFs Inside Annuities
A new program shorts futures contracts to hedge ETF holdings inside annuity contracts. It’s not cheap, but some say it’s worth it.
Baby Boom Good for Life Insurance
The baby bust in the U.S. is over, and babies are again on the rise. That means more demand for life insurance.
Newfangled Annuities Offer Benefits, Hold Risks
Called contingent annuities, these securities are less expensive than variable annuities and offer better tax treatment for wealthy investors. But availability is limited and some worry the risks will be difficult to cover.
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