Jul 22, 2024 View in Browser

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Life & Annuity Pro

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A Message From the Editor

The Life and Annuity Pro newsletter will now be coming out at 3 p.m. ET every Wednesday. Please look at our newsletter hub to verify your subscription details and see if there are other newsletters you ought to get.

– Allison Bell

 

Analysis

5 Secrets for Reaching Affluent 'Legacy Leavers'

By Allison Bell

These prospects want to leave money to loved ones, and many expect to inherit more assets soon.

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News

Craig Hawley to Run Nationwide's Annuity Business

By Allison Bell

Hawley started out at Jefferson National. Another company, John Hancock, named an insurance head.

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News

New DOL Fiduciary Rule Defies Court Ruling, Insurance Groups Argue

By Melanie Waddell

Labor Department officials exaggerate how much authority ERISA gives them, the groups say.

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News

Primerica Move Raises Questions About Medicare Market Stability

By Allison Bell

The company is giving up a newly acquired health arm partly due to "an uncertain regulatory environment."

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Slideshow

12 States With the Biggest Federal Gift Tax Bills

By Allison Bell

Clients may have only a vague idea this tax exists, let alone how it works.

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News

New Nominations Deadline for the 2024 Luminaries Awards

By Janet Levaux

ThinkAdvisor's recognition program is accepting nominations through July 24. There's no cost to participate.

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Resources

Selling a Major Business Asset & Achieving Philanthropic Business Objectives at the Same Time

Sponsored by: Foundation Source

When selling a major business asset, strategic planning can help your clients reduce taxes while supporting charitable causes. Discover how to capture these opportunities through private foundations.

LEARN MORE

All About MYGAs: Primer for RIAs

Sponsored by: Flourish Financial LLC

This primer on Multi-Year Guaranteed Annuities (MYGAs) is tailored for RIAs and covers everything you need to know about MYGAs to help you better serve your clients. Flourish Financial LLC is a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Please visit flourish.com for more information.

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