Check out this Guide to "Life Insurance Dividend" Payments
https://www.investopedia.com/articles/personal-finance/011816/guide-dividendpaying-whole-life-insurance.asp
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NEWS
ARTICLES THAT KEEP YOU UPDATED ON
THE LATEST TRENDS IN LIFE INSURANCE
- Mar 22
- 1 min
"Be more open to discussing finances with children"
A great discussion about why we don't open up about money management...... https://www.jrfis.com/a-word-from-our-president-james-rukstalis/
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- Mar 10
- 1 min
"2023 Gift tax explained"........
https://smartasset.com/estate-planning/ gift-tax-explained-2021-exemption-and-rates
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- Feb 27
- 1 min
"Life insurance has become a popular funding mechanism for buy-sell agreements"
https://thenautilusgroup.com/nautilusnavigator/buysellagreementswhyeverybusinesswithmultipleownersshouldhaveone.pdf
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- Feb 22
- 1 min
After yesterday's dismal market performance, Cramer has 6 "musts" to help investors.......
https://www.cnbc.com/2023/02/21/cramer-says-six-things-must-happen-before-the-market-selloff-can-end.html
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- Feb 21
- 1 min
"A Refresher on the Taxation of Life Settlements"
https://faiu.com/wp-content/uploads/securepdfs/refresher-on-tax.pdf?utm_term=Read%20More%20%2526gt%3B%2526gt%3B&utm_campaign=Tuesday%20Co...
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- Feb 16
- 1 min
The Race to Cure PSP event was held Sunday, Feb. 12, 2023, @Wachusett Mt For David Crowley........
https://www.telegram.com/picture-gallery/sports/2023/02/12/photo-first-annual-david-crowley-race-cure-psp-wachusett-mnt/11242731002/
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- Feb 14
- 1 min
Don't Make These Mistakes when buying Life Insurance""
https://www.cbsnews.com/news/life-insurance-mistakes/
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- Feb 8
- 1 min
"3 Reasons to buy Whole Life Insurance for children"
https://blog.massmutual.com/post/gift-life-insurance
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- Feb 1
- 1 min
"Why is estate & legacy planning" important? Nationwide's views
https://blog.nationwidefinancial.com/client-outcomes/retirement-income-planning/why-is-estate-and-legacy-planning-important/
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- Jan 25
- 1 min
"Why a Fixed Indexed Annuity is an Ideal Flight to Safety Vehicle"
https://faiu.com/7-reasons-why/
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- Jan 23
- 1 min
"Internal Succession Plan is Best"
https://www.fa-mag.com/news/internal-succession-best-practices-involve-why--what-and-who-71619.html?section=43&utm_source=FA+Subscribers&...
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- Jan 17
- 1 min
"The 2023 Indexed Retirement & Soc Sec numbers"
https://cdn.ymaws.com/national.societyoffsp.org/resource/collection/0F27AFF7-43CB-434E-9A0F-4C6AD8909D4E/1DiscussionGuide_0123.pdf
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- Jan 10
- 1 min
Do you know what tax bracket you're in? 2022 vs 2023
https://www.aarp.org/money/taxes/info-2022/income-tax-brackets-2023.html?KNC-DSO-COR-Core-Money-NonBrand-Phrase-36201-Bing-MONY-TaxBracke...
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- Jan 6
- 1 min
"Should you do a Roth Conversion?"
https://www.thebalancem oney.com/should-you-do-a-roth-conversion-2894481
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- Dec 28, 2022
- 1 min
Do you have retirement financial anxiety??
https://www.linkedin.com/pulse/4-tips-overcome-retirement-financial-anxiety-welcome-funds-inc-/
1 view
- Dec 20, 2022
- 1 min
"Gerontology is the study of aging and older adults" How financial security can make a difference!
https://www.financialplanningassociation.org/article/journal/JUN11-impact-aging-retirement-income-decision-making
1 view
- Dec 12, 2022
- 1 min
"What Type of Annuities Are Right For You?" Learn the Different Types!!
https://www.iii.org/article/what-are-different-types-annuities
1 view
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