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3/22/2018
M Intelligence Dividend Rates Q1 2018
Mutual Life Insurance Company Dividend Rates for 2018   For 2018, the four major mutual companies held the dividend interest rates on their participating whole […]
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11/08/2017
M Wealth Perspective Q3 2017
Commentary The U.S. equity market posted its eighth consecutive quarterly gain in the third quarter, returning 4.6%. July started off strong as investors responded favorably […]
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11/08/2017
Quarterly Economic News Q3 2017
Capital Markets Overview The U.S. equity market posted its eighth consecutive quarterly gain in the third quarter, returning 4.6%. July started off strong as investors […]
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Educational

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5/23/2019
Disability Insurance Awareness Month
May is Disability Insurance Awareness Month! Did you know that according to the U.S. Social Security Administration, a 20-year old entering the workforce today has […]
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7/16/2018
4 Reasons the Estate Tax Could Come Roaring Back
Some of the top life insurance planners are already thinking about a possible future threat: a return of the U.S. estate tax. Howard Sharfman, a senior […]
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7/05/2018
New DOL Rules on Disability Claims May Impact Retirement and Deferred Compensation Plans
MARKET TREND: New DOL rules may require changes to qualified retirement plans, deferred compensation plans, or supplemental retirement plans (SERPs) that have certain benefits-related provisions, […]
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Retirement

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7/09/2019
The House Passed Comprehensive Retirement Legislation Aiming to Improve the Nation’s Retirement System
The House Passed Comprehensive Retirement Legislation Aiming to Improve the Nation’s Retirement System On May 23, 2019, the House passed the Setting Every Community Up […]
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6/13/2019
Senate Bill Would Raise Required Minimum Distribution Age to 75
Senate Bill Would Raise Required Minimum Distribution Age to 75 The prospect of being able the offer a wider array of retirement plan products to […]
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6/13/2019
AALU Applauds House Passage of the SECURE Act
AALU Applauds House Passage of the SECURE Act WASHINGTON, D.C. – AALU today applauded House passage of the Setting Every Community Up for Retirement Enhancement (SECURE) […]
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