Famous Estate Planning Failures

Famous Estate Planning Failures

NAME: Audrey Hepburn DIED: January 20, 1993 AGE: 63 CAUSE: Cancer ESTATE BLUNDER: Leaving her sons to split the contents of her storage locker 50/50 without clear instruction. In her handwritten Will, Audrey Hepburn left her notable possessions to her sons to be split...
Annuities in 401(k) Plans

Annuities in 401(k) Plans

The Underwriter’s Corner: Underwriting Q & A Current News: New Bill Would Allow More Annuities in 401(k) Plans The SECURE Act is one step closer to becoming law, and with it, Americans would see a few tweaks to the way the retirement system works. As part of...
Deferred Annuities and the Rolling Stones

Deferred Annuities and the Rolling Stones

The Underwriter’s Corner: Underwriting Q & A Current News: The Rolling Stones Know What You Need: An Annuity So it’s come to this: deferred annuities and rock ’n’ roll. We’d like to believe that the Stones are as ageless as Peter Pan, but it turns out that...