MARCH 22, 2022

INSURANCE

Busting Whole Life Policy Myths

Bill Boersma

The conventional wisdom of what “whole life” is and how it works is often far from the truth.

FULL ARTICLE

RETIREMENT PLANNING

Mixed Reports on Retirement Funding

Ed McCarthy

Some recent studies detail the fragility of retirement plans’ condition.

FULL ARTICLE

Sponsored by Bill.com

This eBook details ways you can standardize workflows to streamline your business, target manual pain points to increase efficiency, harness data to add value for clients, and address the changing cybersecurity landscape.

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REAL ESTATE

EB-5 Industry Prepares for a Restart Amid New Rules

Beth Mattson-Teig

EB-5 regional centers are working to attract new investors and line-up new investment projects, all while adapting to host of program changes.

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ALTERNATIVE INVESTMENTS

Russian Billionaires Are Running Out of Havens to Stash Fortunes

Benjamin Stupples and Devon Pendleton

Sanctions put wealth abroad at risk, but repatriating assets to a country on the brink of economic ruin is a dire proposition.

FULL ARTICLE

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