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ThinkAdvisor

Life/Health Daily

Mar 29, 2024

A Message From the Editor

Our top story today is about some of what might go into the next big bill that emerges from Congress.

– Allison Bell, Editor, ThinkAdvisor Life/Health

Commentary

The Long-Term Care Planners' Club Meeting

By Margie Barrie

An LTCI insider went inside, in San Diego. Here's what she saw. Read More

News

New DOL Fiduciary Rule Faces Another Delay

By Melanie Waddell

The department is grappling with two fiduciary-related lawsuits and other regulatory priorities. Read More

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Commentary

Accelerated Underwriting and COVID-19: Life Insurance Lessons Learned

By Catie Muccigrosso

The pandemic has been a stern teacher. Read More

News

Biden Administration Softens Final Health Regulations

By Allison Bell

The Labor Department helped with drafting, and the outcome may be an omen for DOL fiduciary rule watchers. Read More

News

Washington Governor Signs Auto-IRA Bill

By John Manganaro

With Washington Saves, employee contributions to workplace retirement accounts will be made directly via payroll deductions. Read More

Q&A

Using a Partial Book Sale to Gradually Step Away

By Jane Wollman Rusoff

The transition for advisor David Workman and his practice draws on a new LPL program. Read More

Sponsored By ALM Partners

6 Steps for Breaking Out of a Job Hunt Rut

Getting stuck in a job search rut is easy to do and very common amongst the majority of job searchers.. Read More

Seeking Names, Stories & Photos of Advisors Who Serve(d)

The deadline for submissions of required information and photos is 11 p.m. ET on Tuesday, May 25. Read More

Expert Opinion

Debate: With Direct File, Is the IRS Inviting Conflict of Interest?

By William H. Byrnes | Robert Bloink

The pilot program offers eligible taxpayers in 12 states a cost-free way to submit their federal returns. Read More

News

State Regulators Want Insurers to Keep Tabs on Vendors: NAIC Watchers

By Allison Bell

Locke Lorde lawyers say regulators also want insurers to cooperate with efforts related to concerns about discrimination. Read More

Save the Date

Submit a Nomination for our New Awards Program

Here are the 13 industry VIPs selecting the 2021 winners of our new awards program, The ThinkAdvisor LUMINARIES. Learn More

Resources

Private Foundations VS Donor-Advised Funds

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Download this white paper to learn about the differences between private foundations and DAFs and how to determine which is best for your high-net-worth clients. Learn More

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The Three Keys to a Successful B2B ABM Program

Find out how B2B marketers in the legal, financial, insurance, and commercial real estate markets are using ABM to successfully drive leads and get business from key accounts. Learn More

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