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Income benchmarks may trigger taxation on up to 85% of a benefit, but methods exist for reducing or avoiding taxes. Here are overviews of some strategies for Social Security “maximization,” courtesy of W&S Financial Group Distributors’ Mark E. Caner.
Insured Retirement Institute spearheading awareness campaign designed to bring attention to and help consumers focus on their financial needs in retirement.
AALU, GAMA launch partnership to unify advocacy efforts for appropriate tax treatment of life insuranceAnnouncement made at GAMA’s LAMP Conference will allow leading insurance distribution organizations to share their core strengths as they advocate for sustainable tax policy.
New proposal announced March 1 would give DOL, Trump Administration time to work on rescinding or revising the controversial rule before its original April 10 compliance date.
Protecting and expanding retirement security access is goal of IRI’s just-released 2017 advocacy blueprintThe Insured Retirement Institute released its 2017 Retirement Security Blueprint Monday, which will be used to engage Congress and the Trump Administration in a dialogue advocating policies to help Americans achieve a secure and dignified retirement.
New study says people trust insurance brokers and financial advisors least with their personal data; 1 in 4 think their personal data will be compromised this year, and nearly half of Americans expect New York’s proposed cybersecurity regulation to impact the rest of the country.
Half of those without a plan believe it’s not necessary according to new Nationwide Financial Small Business Survey, while younger owners seem to have a better grasp of succession plan importance.
Underinsured group life owners, $100,000+ households and couples age 45 or older with no children have been identified as three key segments that provide great opportunity for life insurance agents to help them obtain proper levels of coverage.
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Hey all, I'm looking to create a brand and an online presence this year and need a little direction. Currently I don't have a website. My reasons for creating a website are: generating leads for new prospects, staying in front of existing medsupp clients, and creating a source of valuable information on other areas of interest like retirement planning, social security, annuities, etc. in order......
Hello everyone, I'm brand new as of today. I am struggling right now. I've been in the business for a while and I'm not satisfied with my activity and my income. I'm thinking of getting into the Medicare Supplements market, with the intention of using those clients and sales to market retirement planning, rollovers, and life insurance sales. Am I on the right track? Can anyone point......
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