by Greg Bates | Jul 19, 2018 | Estate Planning, Financial Industry News
Ask anyone and the client service experience with a traditional corporate trustee ranks alongside any DMV office. It was not always this way. Prior to the bank consolidations beginning in the 1980s, corporate trustees, by and large, gave solid customer service. And...
by Greg Bates | May 17, 2018 | Insurance Planning, Retirement Planning
If you do need life insurance, financial professionals use one or more ways to calculate how much life insurance a surviving family will need…. Those include human life, financial needs and capital retention. The human life value approach uses projected future...
by Greg Bates | May 4, 2018 | Financial Industry News
In a last-ditch effort to keep the fiduciary rule alive, AARP and State Attorneys General filed separate motions to intervene in the case last Thursday, April 26th. The Fifth Circuit Court of Appeals has denied motions by the AARP and State Attorneys General of...
by Greg Bates | May 4, 2018 | Insurance Planning
Each year Life Happens and LIMRA join forces to get the latest and greatest information about what… consumers are thinking when it comes to their financial concerns as well as what insurance coverages they do or don’t have—and why! And that’s just the start. The...
by Greg Bates | Apr 28, 2018 | Financial Industry News
In a 2 to 1 decision, the Fifth Circuit struck down the DOL rule in mid-March, agreeing with the plaintiffs that the department overstepped its boundaries in creating the rule. The DOL itself has until April 30th to appeal the court’s decision but there’s been no...
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