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The investment plays on a trend, “which is the blurring of the distinction between traditional insurance products and wealth management products.”January 13
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With 350 firms on its client roster, the acquisition of Flourish gives the insurer a springboard into the independent advisor market.December 16
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From COBRA premiums to long-term care, there are surprising uses for funds in these tax-advantaged accounts.December 4
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The low interest rates pushing down sales across most fixed and variable lines are also boosting certain products.November 25
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For its next leader, Ohio National turned to a veteran executive with prior experience leading its independent broker-dealer.November 25
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Both have their allure, but astute advisors can sort out the best choice between low-cost and premium versions.October 20
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“If insurance and annuities had always been commission free, RIAs would be power users,” says David Lau, CEO of DPL Financial which is partnering with SS&C Advent.October 13
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While the contributions aren’t deductible, distributions such as earnings are tax-free to the designated beneficiary if they’re used to pay for qualified disability expenses.October 5
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A Korean-American entrepreneur claims James Hilbrant told her to “go back to Wuhan.”September 25
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Could single premium immediate annuities be the answer to ultralow rates?September 21
FounderWealth Logic
