An updated, standardized approach to increase efficiency and reduce risk.
Private equity ownership of insurers faces heightened scrutiny.
FIDx CEO Rich Romano explains the challenges advisors face offering clients annuities.
Bridging the gap among different types of advisors.
A due care checklist is an invaluable tool.
A sample letter of explanation to a trustee about an underfunded policy.
It’s important to build a robust file to support the ultimate decision.