Advisors are not fazed by the impending Department of Labor fiduciary rule, expected to come out today. Sixty-one percent of advisors said they expect little to no impact on their business if the DOL rule passes, according to Russell Investme...

The stretch IRA is under siege...

Improved design, pricing and servicing leads to increased popularity

Lawsuits illustrate the problems with some insurance policies

Significant developments will affect pricing and performance

Avoid grantor trust status

How to proactively represent an ILIT trustee

Use a loan strategy permitted by Treas. Regs. Section 1.7872-15.

As part of an asset review process, an advisor recently asked us to complete valuations on three life insurance policies owned by his client to identify available options that might create liquidity to meet other insurance needs and financial...

MetLife said goodbye to its insurance agents this week, with the announcement to sell its Premier Client Group to MassMutual for about $300 million. The move could lead other insurers to divest their captive broker/dealers, as they focus their...