Archive for November 2017
Tax Loopholes for Wall Street’s Wealthiest Linger in Bill
For advisors, the Senate bill estate tax provision could create interesting opportunities. Source: Think Advisor
Read MoreJason Rapert to Lead Insurance Legislators Group
An NCOIL panel also agreed to change one word in the group’s name. Source: Think Advisor
Read MoreTurkey Time: 4 Year-End Review Strategies
If you’re selling Medicare policies, you’re booked up. If not, here’s something else to think about. Source: Think Advisor
Read More5 Easy Ways to Get Real on Thanksgiving
A psychologist says one secret is not to bring up tough topics on Thanksgiving. Source: Think Advisor
Read MoreNew Jersey's Blue Cross Carrier Names a New CEO
Robert Marino s retiring after spending more than 40 years in the Blue Cross and Blue Shield system Source: Think Advisor
Read MoreState Regulators to Look at Variable Annuity Draft
Jim Armstrong has been working on updating the accounting rules for interest rate hedges. Source: Think Advisor
Read MoreRaymond James Wraps Up $172M Deal
The firm completes purchase of Scout Investments and Reams Asset Management and shares its October results. Source: Think Advisor
Read More5 Annuity Business Beauty Secrets
Here’s what one issuer’s executives told investors about the company’s annuity business. Source: Think Advisor
Read More10 Things Friends Need to Know Before They Do Business
Building a relationship is one thing. Building a relationship that leads to sales is something else. Source: Think Advisor
Read MoreTax Loopholes for Wall Street's Wealthiest Loom in Bill
For advisors, the Senate bill estate tax provision could create interesting opportunities. Source: Think Advisor
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