Pru LTCi Suspended in CA
Announced this morning, Prudential is “temporarily” suspending sales and marketing of their LTC3 in California. Applications for the current version of the LTC3... Learn More
Sales idea: Review yourself
As an advising professional, chances are you are under-insured. You haven’t stopped to really evaluate what would happen to you and your... Learn More
A Basic DI Q & A
Q. Where does DI fit within the financial planning process? A. Financial planning begins and ends with income planning. Clients that depend... Learn More
For Tax Planning, 2012
Federal income tax provisions affecting individual tax payers that expired on December 31, 2011. Done Deals • Individual AMT exemption amounts –... Learn More
LTC PARTNERSHIP NOTICE
The minimum daily benefit for all CA Partnership long-term care insurance policies is $180/day, effective Jan. 1, 2012.