life insurance

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  Nationwide Releases Fee-Based Variable Annuity

  By John Sullivan, AdvisorOne  |  May 14, 2013

  Nationwide is the latest company to join an industry push to convince advisors that their concerns with VAs have been addressed.

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  Hurricane Lessons

  By Bob Seawright  |  April 29, 2013

  When people calculate their risk of hurricane damage and make decisions about hurricane insurance, they consistently misread their prior experience and make poor choices, according to a recent study.

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  Michael Finke: Is the 4% Rule Folly?

  By Michael Finke  |  April 29, 2013

  What began as a good-faith exercise to point out the risks from withdrawing too much each year from a retirement portfolio has gained a mythic and potentially unhelpful place among advisors.

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  New Hire Roundup: Collins Named as TDAI’s Head of Advisor Transitions

  By Marlene Y. Satter, AdvisorOne  |  March 20, 2013

  Also this week in new hires, John Mastal joined Convergent Wealth, and E. Thomas Johnson Jr. went to Retirement Clearinghouse.

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  IRAs and Taxes, Pt. 1: When Are IRA Funds Taxed?

  By Tax Facts Online  |  March 19, 2013

  The experts from Tax Facts Online on the tax treatment of individual retirement accounts.

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  Annuities and Taxes, Pt. 3: The Estate Tax

  By Tax Facts Online  |  March 8, 2013

  The Tax Facts Online experts take a look at the estate tax implications of annuity payments.

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  Protecting Life Insurance Beneficiaries From a Windfall

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  March 5, 2013

  Do your clients want to control how their beneficiaries get death benefits? A new trend in product offerings may be of service.

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  Selected Provisions of the American Taxpayer Relief Act of 2012

  By Tax Facts Online  |  March 4, 2013

  The experts of Tax Facts have produced this comprehensive analysis of selected provisions of the American Taxpayer Relief Act of 2012 (the Act) to provide the most up-to-date information to our subscribers. This supplement analyzes important changes to the tax code with emphasis on how these developments impact Tax Facts’ major areas of focus: Employee Benefits, Insurance, and Investments.

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  Annuities: Variable Annuities

  By Tax Facts Online  |  March 4, 2013

  Annuities are hot. The tax rules vary with the circumstances. Advisors must be aware of these intricacies when discussing annuities with clients.

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  Annuities: Estate Tax

  By Tax Facts Online  |  March 4, 2013

  The value of certain types of annuities may be included in an estate’s value. Understanding the intricacies of these inclusions is a critically important aspect of estate planning.