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Life/Health Weekender

Apr 15, 2021


Ed Slott's Last-Minute Tax Tips

By Melanie Waddell

One tip: Remember that the May 17 tax filing deadline doesn't apply to first-quarter estimated tax payments. Read More


12 States With Lowest Taxes in America

By Michael S. Fischer

WalletHub looked at income, property, sales and excise taxes in each state. Read More

Sponsored By ALM Partners

The Future Leader: 9 Skills and Mindsets to Succeed in the Next Decade

The majority of the world's top business leaders believe that while some core aspects of leadership will remain the same, leaders of the future will need a new arsenal of skills and mindsets to succeed. Read More


Why You Should Talk to Clients Now

By Kelly LaVigne

An Allianz Life executive looks at the effects of the pandemic on retirement planning, one year after it began. Read More


Proposal Could Make Life Insurers Bigger Real Estate Owners

By Allison Bell

Life insurers might get to put more of the value of commercial real estate in risk-based capital totals. Read More


MetLife Completes $3.9 Billion P&C Unit Sale: Deals

By Allison Bell

777 Partners acquired a Medicare plan distributor, Integrity Marketing bought an IMO. Read More


Millions Speed Up Retirement in Pandemic

By Alex Tanzi

More than 3.1 million Americans age 55 or older plan to apply for Social Security benefits earlier than expected. Read More

Sponsored By ALM Partners

How To Double Your Productivity

There are plenty of productivity tricks out there, but this cheat sheet compiles the top time saving tips as well as the top time robbers.  Read More


5 Ways Advisors, Clients Have Changed in the Pandemic

By Darren Tedesco

An Advisor360 survey finds shifts in communications, trading, portfolio rebalancing and how investment objectives and... Read More


$2B Advisory and Asset Management Firm Opens in LA

By Jeff Berman

Audent Capital Partners is operating as two separate companies: Audent Family Wealth Advisors and Audent Global Asset... Read More

Save the Date

BenefitsPRO Broker Expo 2019

April 2 - 4, 2019

Join us at BenefitsPRO Broker Expo in Miami, FL on April 2 - 4, 2019 for the premier educational & networking event for employee benefits brokers & agents. Learn More


What are SPACs? Just the facts

Sponsored by: John Hancock Investment Management

Many view SPACs as the new craze, but investors need to know what they’re getting into. Learn More


Year of the Ox -- Reasons to Be Bullish on China

Please join us for an interactive discussion with Matthews Asia Investment Strategist Andy Rothman and Portfolio Managers Winnie Chwang and John Paul Lech as they explore how portfolios can gain exposure to the world's second largest economy. Learn More

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