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Trustees tasked with a tough job are using annuities in trusts to leverage the benefits of both.Surprise! Do Your Clients Know How Social Security Income Is Taxed?
Income Benchmarks May Trigger Taxation on Up to 85% of a Benefit
Mistakes, Ranging from the Simple to the Complex, Can Be Costly; Here’s How to Avoid ThemThe Elephant in the Room for Couples
Circuses may be phasing out pachyderms, but financial professionals can’t dismiss the elephant frequently occupying their offices.
DPL Financial Partners, the insurance network for registered investment advisors, today announced an agreement with Integrity Life Insurance Company to offer products to RIAs nationwide.W&S Financial Group Distributors Enhances Indextra FIA with Allocation Option from J.P. Morgan
The J.P. Morgan Strategic BalancedSM Index, an allocation option sponsored by J.P. Morgan Securities LLC, has been added to Indextra®.Fidelity Investments Introduces New Annuity: IncomeSource Series from Western & Southern Financial Group
IncomeSource is issued by Western-Southern Life Assurance Company or National Integrity Life Insurance Company.
Issued by Integrity Life Insurance Company, Indextra attained the milestone in advance of the second anniversary of its Sept. 29, 2014 introduction.W&S Financial Group Distributors Launches YouTube Channel
W&S Financial Group Distributors, Inc., wholesale distributor of annuities and life insurance from Western & Southern Financial Group (Western & Southern) member companies, has launched a YouTube channel.W&S Financial Group Distributors Helps Couples Acknowledge the ‘Elephant in the Room’
Newly introduced, the Elephant in the Room program is designed for financial representatives to work with client couples in addressing what one spouse may confront financially when the other passes away.