Is this a trend? MetLife has already sold its captive distribution; the Premier Client Group to Mass Mutual. It is ready to spin off its manufacturing and wholesale distribution of life and annuities in the form of Brighthouse...
Read MoreThe ASA Group has been approved as a registered sponsor on the CPE State Roster for Arkansas! We have developed presentations for two separate audiences; CPA’s who need CPE and organizations who need speakers. This is a...
Read MoreClients who have market based investments should consider diversifying their retirement portfolio with a sleeve that is not completely correlated to market fluctuations. IUL insurance fills that order, although some advisors...
Read MoreAny withdrawal, loan payoff or loan origination in a life policy in combination with an IRC Sec. 1035 exchange can be considered a “Boot” transaction and can cause unintended income tax consequences. For this post we will focus...
Read MoreThe pool of prospects who need life insurance for wealth transfer planning is shrinking. The current exemption equivalent and annual gift tax exclusions are indexing and their current levels are: Exemption equivalent...
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