NAIFA ratchets up FI focus as DOL phases in fiduciary ruleBy Warren S. Hersch
(LifeHealthPro)
Wednesday, September 28, 2016
Calculate Your Life Insurance Needs (Life Happens)
Calculate Your Life Insurance Needs (Life Happens)
When purchasing life insurance, the question really isn’t how much you need, but how much capital your family will need at the time of your death, which depends on two variables:
When purchasing life insurance, the question really isn’t how much you need, but how much capital your family will need at the time of your death, which depends on two variables:
Wednesday, September 21, 2016
#LIAM16
Fall is right around the corner...get a pumpkin spice latte or pay for life insurance instead?____________________
Materials available on the Life Happens website and within the Life Insurance Awareness Month campaign may not be compliance-approved. AAAE & Life Happens are not affiliated.
Wednesday, September 14, 2016
Nearly half of IRA rollover assets “at-risk” under DOL rule
Nearly half of IRA rollover assets “at-risk” under DOL rule
By The LifeHealthPro Editors
(LifeHealthPro)
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Please note that in order to provide a recommendation to a client about the liquidation of a securities product, including those within an IRA, 401(k) or other retirement plan, to purchase a fixed or variable annuity or for other similar purposes, you must hold the proper securities registration and be currently affiliated with a broker/dealer or registered investment adviser. If you are unsure whether or not the information you are providing to a client represents general guidance or a specific recommendation to liquidate a security, please contact the individual state securities department in the state(s) in which you conduct business.
By The LifeHealthPro Editors
(LifeHealthPro)
____________________
Please note that in order to provide a recommendation to a client about the liquidation of a securities product, including those within an IRA, 401(k) or other retirement plan, to purchase a fixed or variable annuity or for other similar purposes, you must hold the proper securities registration and be currently affiliated with a broker/dealer or registered investment adviser. If you are unsure whether or not the information you are providing to a client represents general guidance or a specific recommendation to liquidate a security, please contact the individual state securities department in the state(s) in which you conduct business.
Jimmy and Nancy Tang: Securing the American Dream (Video)
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| Play: https://www.lifehappens.org/videos/securing-the-american-dream/ |
(Life Happens)
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Materials available on the Life Happens website and within the Life Insurance Awareness Month campaign may not be compliance-approved. AAAE & Life Happens are not affiliated.
Provision to kill DOL fiduciary rule included in new bill to replace Dodd-Frank
Provision to kill DOL fiduciary rule included in new bill to replace Dodd-Frank
By Mark Schoeff Jr.
(InvestmentNews)
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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.
By Mark Schoeff Jr.
(InvestmentNews)
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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.
Wednesday, September 07, 2016
Asset-based long-term care: A versatile wealth protection weapon for financial professionals
Asset-based long-term care: A versatile wealth protection weapon for financial professionalsBy Pat Foley, CLU, ChFC
(LifeHealthPro)
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Please discuss how life insurance and annuities work with your clients, including fees, expenses and conditions. Note, in order to provide a recommendation to a client about the liquidation of a securities product, including those within an IRA, 401(k) or other retirement plan, to purchase a fixed or variable annuity or for other similar purposes, you must hold the proper securities registration and be currently affiliated with a broker/dealer or registered investment adviser. If you are unsure whether or not the information you are providing to a client represents general guidance or a specific recommendation to liquidate a security, please contact the individual state securities department in the state(s) in which you conduct business.
#LIAM16
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Materials available on the Life Happens website and within the Life Insurance Awareness Month campaign may not be compliance-approved. AAAE & Life Happens are not affiliated.
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