Cash value life insurance can be a versatile tool in the hands of a diligent financial advisor, writes our guest columnist, an Adjunct Professor of Advanced Planning at The American College of Financial Services.
The Defined Contribution Institutional Investors Association held its annual Academic Forum virtually this week. The ongoing dilemma for this organization of asset managers and others is: How to keep money in 401(k)s longer.
Pooled Employer Plans
Principal Financial is partnering with National Benefit Services and Wilshire asset management to create Principal Ease, a simplified 401(k) plan that many unrelated firms can join.
Checklist for Life Insurance
Follow the steps that Steve Parrish of The American College has assembled here when helping a client obtain the right cash value life insurance policy.
Fed policy moves
The Fed's tea leaves are perplexing our guest columnist, an economist at the University of Oregon. Whether we see 'quantitative easing' may depend on how bad the pandemic resurges and how financial markets react, he writes.