life insurance

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  The $5.25 Million Question: How to Protect Your HNW Clients’ Children

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  January 29, 2013

  Think your HNW clients can breathe easier because of the now-permanent $5 million exemption for estate, gift, and generation-skipping transfer taxes? Think again.

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  What Makes a Smart Insurance Consumer?

  By Danielle Andrus, AdvisorOne  |  January 17, 2013

  A survey by LIMRA found most consumers have a limited understanding of life insurance and identified what factors make for an informed consumer.

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  4 Groups of People That Probably Need More Life Insurance

  By Danielle Andrus, AdvisorOne  |  January 9, 2013

  A white paper released by Genworth expressed concern that as families trim their budgets, they may be cutting away important purchases that they shouldn’t do without.

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  Northwestern Mutual to Hire 5,500 This Year

  By Janet Levaux, AdvisorOne  |  January 9, 2013

  This goal comes on the heels of the life insurance firm’s 2012 recruiting of 5,000 financial professionals.

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  Fiscal Cliff Law: Clients’ Taxes, What’s Next, and How to Plan

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  January 4, 2013

  All you need to know about the American Taxpayer Relief Act—both good and bad—and how it will affect your clients and their planning.

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  How Your Clients Can Shield Their Assets From Lawsuits

  By Gil Weinreich, AdvisorOne  |  December 26, 2012

  Frivolous lawsuits are proliferating in a bad economy, says attorney Hillel Presser. The goal therefore is to own nothing, but control everything...

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  Athene Buys Aviva USA for $1.8 Billion

  By Maria Wood  |  December 21, 2012

  Athene Holding Ltd., a life insurance holding company that focuses primarily on fixed and equity indexed annuities, agreed to acquire Aviva USA Corp. for $1.8 billion on Friday.

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  Is the Advisor Succession Crisis Just a Mirage? The Implications

  By Michael E. Kitces  |  December 12, 2012

  The advisor retirement wave may not be nearly as large as anticipated. A look at exit strategies for advisors, including some alternatives.

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  The Life Insurance Fiscal Cliff: No Tax Preference Is Safe

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  December 6, 2012

  The potential elimination of many tax preferences currently afforded life insurance is one facet of today’s fiscal cliff discussions that is often overlooked. In today’s political environment, no tax preference is safe.

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  Forget the Cliff, 3.8% Obamacare Tax Is Coming: What Advisors Are Telling Clients

  By Joyce Hanson, AdvisorOne  |  November 20, 2012

  The 3.8% tax on investment income that kicks in Jan. 1 is being overlooked by some, but advisors are getting their clients ready now .