March 2017 - C1 Insider

Month: March 2017

Qualified Longevity Annuity Contracts and Retirement Planning

Mar 31, 2017 | Tax

What is the difference between a longevity annuity and a deferred annuity? A deferred...

DOL Fiduciary Rule Delay Sent to OMB

Mar 29, 2017 | DOL

The Department of Labor is finished with its final rule mandating a 60-day delay in its...

What not to do when speaking to the media

Mar 29, 2017 | Industry / Practice Management

Media exposure can help your practice in a number of ways — it can improve credibility, provide...

IRS Issues Excise Tax Relief Related to DOL Fiduciary Rule

Mar 29, 2017 | DOL

The Internal Revenue Service has released guidance providing relief from certain excise taxes...

Prospects Fade for NAIC Unclaimed Life Insurance and Annuities Model Act

Mar 28, 2017 | Regulatory / Compliance

The prospects for an NAIC Unclaimed Life Insurance and Annuities Model Act (“Model Act”) appear to be fading based on developments at the Unclaimed Life Insurance Benefits (A) Working Group’s March 7 meeting. The Working Group,...