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Bond Inflows Highlight Annuity Strengths and Speak to Inept Investors • The Insurance Pro Blog

Bond Inflows Highlight Annuity Strengths and Speak to Inept Investors • The Insurance Pro Blog

Podcast: Play in new window | Download With the economic landscape changing dramatically and a “new normal” taking shape in the fixed-interest marketplace, bonds are testing a long-held–but poorly vetted–theory about safety. Ask anyone with a minor interest/proficiency in personal finance about safe assets, and you’ll likely hear something about bonds. They are the asset […]
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Muni Bonds & Life Insurance Strategies

Muni Bonds & Life Insurance Strategies

Podcast: Play in new window | Download Building a substantial wealth portfolio involves strategic planning and understanding of various financial instruments. Tax-free wealth strategies are essential to this planning, offering avenues to grow your investments while legally reducing taxes. By employing tactics focusing on tax-exempt securities such as municipal bonds and considering life insurance policies […]
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Get ready: Open Enrollment is less than 2 weeks away

How to Use Form 1095-A, Health Insurance Marketplace® Statement

If anyone in your household had a Marketplace plan in 2023, you should get Form 1095-A, Health Insurance Marketplace® Statement, by mail no later than mid-February. It may be available in your Marketplace account anytime from mid-January to February 1.Notice: You must have your Form 1095-A before you file.Don’t file your taxes until you have an […]
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Get ready: Open Enrollment is less than 2 weeks away

Improving your health | HealthCare.gov

Improving your healthKnowing how to use your health coverage is important for better health and well-being. Health coverage isn’t only important when you’re sick, it’s also helpful even when you don’t feel sick.After your health plan coverage starts, you can use it to help cover medical costs for services like:Keep up with your health [wpcode […]
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