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Advisor News Insight |
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NEWS | AFRs | WEBSITE | TOOLS | REQUIREMENTS | FEATURED | CE |
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Merry Christmas & Happy Holidays
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INDUSTRY NEWS |
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NEW 2023 Tax & Social Security Guides |
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Our 2023 Tax & Social Security guides are now available for download. Please click on a button below to download each of our guides. (No personal or business emails required for download.) |
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2023 Federal Income Tax Guide |
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Our tax guide contains tax information such as:
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2023 Social Security & Medicare Reference Guide |
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Our reference guide contains information such as:
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Life Insurance Planning |
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ACLI 2022 Life Insurance Fact BookAmerican Council of Life Insurers According to the American Council of Life Insurers (ACLI), “2022 Life Insurers Fact Book,” U.S. Life Insurers, paid out a record $100 billion in benefits and paid out annuity payments of $97.7 billion to annuity holders, an all-time high, which most typically goes to retirees. Nearly $200 billion in life insurance and annuity benefits provided families and retirees with financial security. |
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Medicare & Medicaid Planning |
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CMS 2023 SSI and Spousal Impoverishment StandardsThe Centers for Medicare and Medicaid (CMS) has issued its Spousal Impoverishments Standards for 2023. The spousal impoverishment thresholds will increase 8.2 percent over 2022 figures. |
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CMS Fast Facts, August 2022The Centers for Medicare & Medicaid Services (CMS) released the latest enrollment figures for Medicare, Medicaid, and the Children’s Health Insurance Program (CHIP). These programs serve as key connectors to care for more millions of Americans. |
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Retirement Planning |
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Fiduciaries May, But Not Must Consider ESG: DOLNevin E. Adams, JD, Chief of Content Officer for the American Retirement Association The U.S. Department of Labor has unveiled its much-anticipated final ESG rule that it says will allow “plan fiduciaries to consider climate change and other environmental, social and governance factors when they select retirement investments and exercise shareholder rights, such as proxy voting.” The operative word for plan fiduciaries is MAY, not must consider ESG factors — a concern that had arisen in the wake of the proposed regulation previously issued. |
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ASSUMED FEDERAL RATES (AFRs) |
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§7520 Rate for December is: 5.20% |
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USEFUL FINANCIAL WEBSITE(S) |
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American Association for Long-Term Care Insurance |
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Long-term care insurance industry organization that advocates for the importance of planning and supports agents who market LTC solutions. Website contains enormous amount of statistical data related to buyers, claimants and insurers who offer long-term care insurance products. |
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American Association for Medicare Supplement Insurance |
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Medicare insurance industry organization that advocates for the importance of planning and supports agents who market Medicare Advantage and Medigap solutions. Website contains enormous amount of statistical data related to Medicare and Medicare insurance products. |
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ADVISOR TOOLS |
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2023 Federal Income Tax Guide |
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Our Tax Guide contains tax information such as:
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2023 Social Security & Medicare Reference Guide |
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Our Reference Guide contains information such as:
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Financial / Insurance Calculators & Websites |
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An extensive list of online calculators and informational websites. |
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REQUIREMENT UPDATES |
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State Updates |
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View updates by state, CE requirements and more by clicking on the link below. |
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FEATURED COURSE |
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The Advisors Guide to Social Insurance Programs |
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Prices start at only $19.95.
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B.E.S.T. CE PROGRAMS |
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Meet Your CE Requirements with Our
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Our online CE courses are cost-effective, updated annually and nationally approved for state insurance and professional designation credits (CFP®, CIMA®, CPWA®, and RMA®). They are also specifically designed for quick completion and include:
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Save 20% on Your Order When You Purchase Our Online CE Courses |
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Simply order courses and enter Promo Code: CENOW in the “Enter promotion code (optional)” input box located on the shopping cart page. (Promo code ONLY valid at time of purchase. Code cannot be combined and expires on 12/31/2022.) |
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Meet Your CE Requirements with Our Self-Study
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As a top-notch continuing education provider we:
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DISCLAIMER |
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Advisor News Insight newsletter are prohibited
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Broker Educational Sales & Training, Inc. (B.E.S.T.),
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