Financial solutions in a world of products.
Webinars & Events


read more

  • Department of Labor Actions - The Department of Labor (DOL) actions relative to any qualified plan and related products has now come to fruition. While they have seemed to have tempered the final regulation, the impact could be significant for anyone who has retirement plans in their book of business or is currently writing business in the arena. Flattened commission […]
  • Increased Cost of Insurance - This is another announcement in a series of announcements disclosing increases in COI’s (cost of insurance charges).  These policies were all issued by Aetna with Lincoln Life & Annuity Company of New York as the administrative agent and reinsurer for the policies between the years 1983 and 2000.  Details are as follows: The COI increase […]

read more