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Benefits of Using an IRA to Fund LTC Insurance
It has long been true that utilizing IRA’s to fund specific financial planning objectives is a popular strategy. However, you may not be aware that you can do a lump sum transfer from an IRA to fund an LTC contract, […]
Emphasize the Tax Implications of Self Funding LTC
Undoubtedly, there are clients with enough assets to pay for care should they need it later in life. That said, this may be one of those instances where just because you can, doesn’t mean you should. Simply transferring this risk […]
Try SPWL for Inheritable Assets
Many seniors have set aside a portion of their assets for safe keeping with the sole intention of leaving it to their loved ones ( children, grandchildren, etc.). We are suggesting that you consider SPWL. It is underwritten by a […]
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- KBRA Comments on the Announced Sale of Janney Montgomery Scott from Penn Mutual to KKRby INNFeed on July 26, 2024 at 4:52 pm
KBRA comments that subsequent to the recently announced sale of Janney Montgomery Scott from Penn Mutual to KKR, the AA insurance financial strength ratings of Penn Mutual Life Insurance Company, Penn Insurance and Annuity Company, Penn Insurance and Annuity Company of NY and Vantis Life Insurance Company, and the A+ rating on the company’ s surplus notes,... The post KBRA Comments on the Announced Sale of Janney Montgomery Scott from Penn Mutual to KKR appeared first on Insurance News | InsuranceNewsNet.
- 2Q 2024 Financial Supplementby INNFeed on July 25, 2024 at 8:17 pm
Provides retirement and related financial products and services primarily to businesses, their employees, and other individuals including full service accumulation, banking, trust and custodial services, individual variable annuities, pension risk transfer, investment only, individual fixed annuities, and all of the Institutional Retirement& Trust... The post 2Q 2024 Financial Supplement appeared first on Insurance News | InsuranceNewsNet.
- Principal Announces Second Quarter 2024 Resultsby INNFeed on July 25, 2024 at 8:17 pm
-Principal Financial Group ® announced results for second quarter 2024.. Net income attributable to Principal Financial Group of $353 million, or $1.49 per diluted share Non-GAAP net income attributable to PFG, excluding exited business, of $356 million, or $1.50 per diluted share Non-GAAP operating earnings 1 of $386 million, or $1.63 per diluted share... The post Principal Announces Second Quarter 2024 Results appeared first on Insurance News | InsuranceNewsNet.
- AM Best Affirms Credit Ratings of Teachers Insurance and Annuity Association of America and Its Subsidiaryby INNFeed on July 25, 2024 at 2:44 pm
AM Best has affirmed the Financial Strength Rating of A++ and the Long-Term Issuer Credit Ratings of“ aaa” of Teachers Insurance and Annuity Association of America and its wholly owned insurance subsidiary, TIAA-CREF Life Insurance Company. TIAA and TIAA-CREF Life collectively are referred to as the TIAA Group. TIAA, together with its companion organization,... The post AM Best Affirms Credit Ratings of Teachers Insurance and Annuity Association of America and Its Subsidiary appeared first on Insurance News | InsuranceNewsNet.
- U-Haul Holding Company Schedules First Quarter Fiscal 2025 Financial Results Release and Investor Webcastby INNFeed on July 24, 2024 at 9:50 pm
U-Haul Holding Company, the parent company of U-Haul International, Inc., Oxford Life Insurance Company, Repwest Insurance Company and Amerco Real Estate Company, plans to report its first quarter fiscal 2025 financial results after the close of market trading on Wednesday, August 7, 2024. U-Haul Holding Company is the parent company of U-Haul International,... The post U-Haul Holding Company Schedules First Quarter Fiscal 2025 Financial Results Release and Investor Webcast appeared first on Insurance News | InsuranceNewsNet.
