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What to do with surplus life insurance policies

Financial Planning Digest | Feb 13, 2017

Clients who are nearing retirement may consider dropping their life insurance policies, but advisers should help them make the best decision. This article explores eight alternatives, including keeping, surrendering or exchanging life insurance policies. Financial Advisor online (01/30)


Market changes mean higher financial risk in retirement

Financial Planning Digest | Feb 13, 2017

Trusts and estates: Uses and tax considerations

Financial Planning Digest | Feb 13, 2017

Medicare patients to be MOONed soon

Financial Planning Digest | Feb 13, 2017

Advisers with clients' passwords have custody under SEC rule

Financial Planning Digest | Feb 13, 2017

LTC costs rise for most policyholders

Financial Planning Digest | Feb 13, 2017

Labor Dept. looks to postpone fiduciary rule

Financial Planning Digest | Feb 13, 2017

How to build an inflation-resilient portfolio

Financial Planning Digest | Feb 13, 2017

Fiduciary rule has already had an impact on industry

Financial Planning Digest | Feb 13, 2017

Why advisers should avoid the word "retainer"

Financial Planning Digest | Feb 13, 2017


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Broadridge (formerly known as Forefield) Alerts: Digital Deception: Current Trends in Cybercrime and New Retirement Materials Available

Financial Planning Digest | Feb 13, 2017

2017 PFS Exam Registration is Now Open

Financial Planning Digest | Feb 13, 2017

Bob Veres Inside Information: Insights from the PFP Summit

Financial Planning Digest | Feb 06, 2017

Nominate a star CPA/PFS for a Standing Ovation

Financial Planning Digest | Feb 06, 2017

Article: Reducing Investment Taxes in the New Year

Financial Planning Digest | Jan 30, 2017




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Designed specifically for CPA personal financial planners and others interested in financial planning, Financial Planning Digest is a FREE monthly e-mail newsletter from the AICPA. It provides the most important and timely news stories to support personal financial planners. Learn more

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