life insurance

What Share of a Portfolio Should Go Into Annuities?

Chp March 11, 2024

What You Need to Know Insurers typically cap the percentage of liquid assets that clients can put in annuities. All...

Trump Arranges $91.6M Bond to Appeal Carroll Verdict

Chp March 10, 2024

The judge didn’t rule on Trump’s request for a delay. On Friday he gave Carroll until Monday to file any...

Commonwealth Still Fighting $111.5M SEC Suit Over Mutual Fund Fees

Chp March 10, 2024

What You Need to Know The lawsuit dates back to the SEC's 2019 crackdown on firms' widespread failures to disclose...

8 Wealth Planning Insights From a Business and Estate Lawyer

Chp March 9, 2024

As a partner for DGIM Law and an adjunct professor for the University of Miami School of Law, Monique Hayes...

11 Hot Takes on Portfolio Management

Chp March 9, 2024

Start Slideshow I recently presented at the T3 conference in Las Vegas. The title of my presentation, “Hot takes! All the ways...

15 Biggest U.S. Mega-Donors to Charity in 2023

Chp March 9, 2024

Start Slideshow In 2023, America’s biggest donors gave $11.9 billion to their favorite causes, down by 27.8% from the previous...

An NAIC meeting in New York, in August 2019.

Consumer Advocate to NAIC: Open the Curtains

Chp March 8, 2024

The Innovation, Cybersecurity and Technology Committee is holding a regulator-only session “because the discussion or action contemplated will include: specific...

Best Life Insurance Doctors 2024

Chp March 8, 2024

Best Life Insurance Doctors 2024Call Us: 813-964-7100Embracing Life Insurance: A Multifaceted Tool of Protection for DoctorsUnveiling the Humor and ImportanceDelving...