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Legal & Legislative Reporter: Court Allows a Life Insurance Conversion Dispute to Move Forward

International Foundation of Employee Benefit Plans

District Court for the […] The post Legal & Legislative Reporter: Court Allows a Life Insurance Conversion Dispute to Move Forward appeared first on Word on Benefits. Below is a summary we thought you’d be interested in. Content provided by Morgan, Lewis & Bockius LLP.

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Building Generational Wealth

Money Talk

Transfers are often made through lifetime gifts and inheritances received by younger generations via wills, trusts, and beneficiary designations on life insurance and retirement savings accounts. Education - I was first in my family to receive a college degree. Example: my grandparents, parents, and me.

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Trends to Watch in Life Insurance

Winston Benefits

Do your employees know what they need to about life insurance? People tend to overlook life insurance, because they think they’re too young to need it, or they don’t understand what it could be used for. Here are some trends that can help you offer the best life insurance policies to your employees.

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Highlights from an Estate Planning Seminar

Money Talk

I decided to go “undercover” to see if there was any evidence of manipulative sales practices masquerading as “financial education.” bank and investment accounts), collectibles, and life insurance. I recently attended a local estate planning seminar geared for- and marketed to- older adults. Sadly, I found some.

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Voluntary benefits: A guide for your first-time enrollees

WEX Inc.

In the final blog post of our three-part series to educate first-time participants, we explore all the unknown voluntary benefits terms and bring clarity of information to first-time participants. They can genuinely improve your quality of life. The information in this blog post is for educational purposes only.

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What are voluntary benefits?

WEX Inc.

Examples of voluntary benefits are: Supplemental life insurance Critical illness Pet insurance Voluntary benefits are additional perks that an employer can offer at a discounted group rate, with the employee either fully or partially paying for the benefits through a payroll deduction. Get the latest benefits trends!

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Exclusive: Welsh government rolls out new employee benefits framework

Employee Benefits

Its financial wellbeing scheme includes debt management products and services, low-cost borrowing, savings and investment options, financial education and planning resources, and financial wellbeing workshops.