Webinar: Annuities Are More Powerful Than You Think PRESENTED BY David Smith, Vice President of Annuities for The ASA Group DATE: Thursday, September 20, 2018 TIME: 10:00 AM – 10:30 AM CST In this quick, 30-minute presentation we will cover the following topics: The...
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Webinars & Events
Life Settlements After the Tax Cut and Jobs Act
Life Settlements After the Tax Cut and Jobs Act PRESENTED BY The ASA Group DATE: Wednesday, August 15, 2018 TIME: 10:00 AM – 10:30 AM CST OVERVIEW In this quick, 30-minute presentation we will cover the following topics: What are Life Settlements? How are Life...
read moreThe Latest Product and Industry Updates
Guggenheim Interest Rates Dropping April 1st
Lincoln fixed annuity rate announcement
Equitrust Rate and Commission Decrease, Effective April 1
FEDERAL RESERVE CHANGES POLICY STANCE – RATES IMPACTED
The Federal Reserve made 4 announcements (3 of which are new) at the just finished meeting and Treasury yields are falling across the curve. Of note: Federal Funds rate unchanged; Balance sheet reduction to end in September; Economic projections lowered; and Expected...
read moreInherited IRAs – Avoiding Tax Pitfalls with a “Stretch”
Use Your “WITS” To Avoid Unnecessary Pain As we march on in time, more and more IRAs are being left to kids and/or grandkids. In fact, we have worked on several non-spouse inherited IRA cases just recently. These types of cases require special handling as compared to...
read moreRSL – Rate Cuts – Deadlines 3/21/19 and 3/29/19
Interest Rate Decrease - Effective Friday, 3/22/19 (for FIXED products) and Tuesday, 4/2/19 (for INDEXED products)
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