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White Paper: Social Security, The Next New Trend For Financial Professionals

Free White Paper: Become the trusted advisor retirees turn to for Social Security help. Download our White Paper to learn why advisors with Social Security expertise are in an excellent position to add value to their client relationships.

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Sponsored by: The National Association of Registered Social Security Analysts (NARSSA)

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Hear From The SEC, FASB, PCAOB and Top Corporate Finance Leaders

At FEI’s Corporate Financial Reporting Insights (CFRI) Conference, held in NYC and virtually on November 7 and 8, join top regulators from the U.S. SEC, FASB, PCAOB and finance leaders from prominent companies as they discuss the latest developments in rule-making and standard setting.

Official Forecast: 2023 Social Security COLA

The US Bureau of Labor Statistics just released the CPI-W for August, which means were getting closer to determining 2023's Social Security COLA (Cost of Living Adjustment). 

Are ILIT Trustees Ignoring UPIA Section 2(c)(2)?, Part 2

In part 2 of the two-part article, author and editor, Gary Flotron, explores why trustees are ignoring the duty to protect the purchasing power of trust assets as prescribed by UPIA Section 2(c)(2) when it comes to life insurance. In addition, he explores the broader question of why trustees are ignoring almost all UPIA duties......