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A change to Social Security will impact millions of beneficiaries. Here's what financial advisors need to know.
March 4 -
Kelly leads strategic partnerships, industry alliances, and go-to-market strategy for Vertafore's insurance carrier and MGA suites of products. Maheu's career in insurance and financial services spans nearly 15 years and includes serving as Vice President of Professional Publishing and Training at The National Underwriter Company and as Executive Director at The National Association of Independent Life Brokerage Agencies (NAILBA).
March 4 -
Nearly 84% of U.S.-based plans have an ERISA violation, spotlighting a need for independent benchmarking audits.
March 4 -
Vanessa Fajans-Turner is executive director of Environmental Advocates NY.
March 4 -
President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.
March 4 -
The near-blunder occurred in the same month that another part of the bank accidentally credited $81 trillion to a different client.
March 3 -
The move can help boost income, but financial advisors say it can also bring unintended Social Security consequences.
March 3 -
For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.
March 3 -
A group of nine claimants said they lost millions after the UBS broker Andrew Burish recommended they place bets that Tesla shares would decline in value.
March 3 -
Hugh Allen has been an innovation and agile leader in the insurance industry for 20+ years. In his current role as Principal Product Strategist at Hi Marley, Hugh brings a wide range of insurance experience with expertise in Property and Casualty claims, underwriting, lead acquisition, and customer retention. Prior to Hi Marley, Hugh led innovation at MAPFRE Insurance, customer experience at VERTI insurance, and was a licensed agent in Massachusetts. He is passionate about demonstrating and expanding Hi Marley's value within complex claims, service and sales use cases while cultivating network collaborations for our carrier partners to reduce process cycle time and increase customer satisfaction.
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