Insurance

What drives the costs of benefits plans?

It's hard for administrators to control benefits plans costs and enhance employee value simultaneously.

By Staff |April 26, 2013

1 min read

Insurance premium financing tips

Offering helpful hints on the tax benefits of insurance premium financing.

By Staff |April 23, 2013

1 min read

Do client policies pass the exempt test?

After an insurance policy’s 10th year, it must pass three tests to remain classified for protection, not investment, known collectively as the Exempt Test. Here’s how you can ensure your clients pass the test.

By David Wm. Brown |April 22, 2013

2 min read

Retirement planning for older parents

Women are more likely to have kids in their late 30s than they are in their early 20s. If clients delay parenthood, how does that impact planning?

By Melissa Shin |April 18, 2013

6 min read