Understanding Life Insurance Illustrations CPAs who are new to insurance may find they are sometimes confused by policy illustrations. In truth it’s not easy to digest the complex information they present without some training. Insurance illustrations are what the industry gives clients to help …
MetLife U.S. Retail Separation
MetLife has announced plans to pursue a separation of a substantial portion of their U.S. Retail business, which includes the retail distribution of individual life insurance policies and annuity contracts issued by MetLife Insurance Company USA (MLUS), First MetLife Investors Insurance Company …
Special Needs Planning
Life insurance and financial professionals often seek to differentiate themselves from their competitors. Some might work with young professionals. Others help older, wealthy clients manage estate tax issues. Still others may find a niche coaching business owners with regard to buy-sell planning or …
