See the details based on a study of AXA Equitable and 22 competitors.…
https://apex.3mark.com/wp-content/uploads/3MarkDefaultImage.png235231Glen Clayhttps://apex.3mark.com/wp-content/uploads/APEX-Logo-.pngGlen Clay2015-02-24 08:21:442015-02-24 08:21:44Who offers the best term conversion privileges?
Very little in the U.S. tax code draws the ire of taxpayers and…
https://apex.3mark.com/wp-content/uploads/3MarkDefaultImage.png235231Glen Clayhttps://apex.3mark.com/wp-content/uploads/APEX-Logo-.pngGlen Clay2015-02-23 08:19:372015-02-23 08:19:37What you need to know about how Social Security is taxed
The '80s were filled with great agent confrontations, which in…
https://apex.3mark.com/wp-content/uploads/3MarkDefaultImage.png235231Glen Clayhttps://apex.3mark.com/wp-content/uploads/APEX-Logo-.pngGlen Clay2015-01-16 08:38:102015-01-16 08:38:10Who lost the war between term and permanent life insurance?
Brokers’ lives are (hopefully) about to get a little easier.
President…
https://apex.3mark.com/wp-content/uploads/3MarkDefaultImage.png235231Glen Clayhttps://apex.3mark.com/wp-content/uploads/APEX-Logo-.pngGlen Clay2015-01-15 08:19:402015-01-15 08:19:40Broker licensing bill signed into law
In July 2014, the IRS released final regulations on QLACs, or…
https://apex.3mark.com/wp-content/uploads/3MarkDefaultImage.png235231Glen Clayhttps://apex.3mark.com/wp-content/uploads/APEX-Logo-.pngGlen Clay2015-01-14 09:52:462015-01-14 09:52:466 things advisors should know about QLACs
The real changes to the tax code for 2015 are mostly incremental…
https://apex.3mark.com/wp-content/uploads/3MarkDefaultImage.png235231Glen Clayhttps://apex.3mark.com/wp-content/uploads/APEX-Logo-.pngGlen Clay2015-01-06 13:37:482015-01-06 13:37:486 top tax changes for 2015
Advisors who write financial plans for clients, and those who…
https://apex.3mark.com/wp-content/uploads/3MarkDefaultImage.png235231Glen Clayhttps://apex.3mark.com/wp-content/uploads/APEX-Logo-.pngGlen Clay2015-01-05 11:37:432015-01-05 11:37:43The actuaries: Longer client life spans require big shift from advisors
With the stock market's continued ups and downs, and interest…
https://apex.3mark.com/wp-content/uploads/3MarkDefaultImage.png235231Glen Clayhttps://apex.3mark.com/wp-content/uploads/APEX-Logo-.pngGlen Clay2014-12-19 08:30:202014-12-19 08:30:20IUL: the “next best thing” to a retirement income supplement?
Who offers the best term conversion privileges?
What you need to know about how Social Security is taxed
Who lost the war between term and permanent life insurance?
Broker licensing bill signed into law
6 things advisors should know about QLACs
IRS Unleashes Global FATCA Data Exchange, Offshore Transparency Everywhere
Business succession planning: Look to life insurance
6 top tax changes for 2015
The actuaries: Longer client life spans require big shift from advisors
IUL: the “next best thing” to a retirement income supplement?