Roth IRA conversions may be appropriate for some clients, and time is running out to do a conversion before the end of the ...

“Sammons Financial Group recently conducted a strategic organizational assessment and identified the need for a new structure ...

Congressman Tom Suozzi plans to reintroduce the WISH Act, which would establish a way to pay for catastrophic long-term care.

When presenting an IUL illustration, agents must balance the client’s stated needs rather than just focusing on the specific ...

State measures now seek to remove barriers to weight-loss drugs, as demand for the meds skyrockets amid rising concerns about ...

COLUMBUS, Ohio – Uniquely positioned between larger generations, Generation X investors aged 44-59 are facing difficult financial conditions. After living through previous financial crises and now ...

Priority Health, a Michigan- based health plan serving more than 1.3 million members, is excited to announce the acquisition of control of Physicians Health Plan of Northern Indiana, a health plan ...

Those of us who are not licensed in the tax or legal fields may not provide tax or legal advice; therefore, we collaborate ...

Last month, the United States Securities and Exchange Commission broadcasted a risk alert that warned fund managers of problems flagged during audits. The alert, which centered on a number of areas, ...

Most of the 2017 Tax Cuts and Jobs Act is set to expire at the end of 2025. In particular, the estate tax exemption will ...

For decades, U.S. cable and broadband providers have statistically had some of the worst customer support and satisfaction ratings of any industry or government agency in America (see: the American ...

Communities in the state of Louisiana have a high rate of participation in the NFIP compared to other states. It's this participation, while voluntary, that could be a valuable safety line when the ...