Elizabeth, Author at 美国人寿保险指南©️

MassMutual考虑人寿保险储备再保险交易

MassMutual is exploring a reinsurance deal to reduce life insurance reserves, potentially freeing over $5bn.

Duke settles class-action pension lawsuit for $2.35M over allegedly underpaid retirement benefits.

了解不可撤销人寿保险信托（ILIT）与保单融资的税务优势，如何优化遗产税并实现财富传承。

通货膨胀保护年金为退休人士提供保障，确保收入不因物价上涨而贬值，适合依赖固定收入、预期寿命长和追求稳定的人群。

Overview of required retirement plan amendments under the SECURE Acts, key provisions, and deadlines.

了解跨境寿险理赔的关键流程、文件要求、税务注意事项及法律冲突应对策略，确保顺利获取赔付。

了解IUL保单的费用结构及其对投资回报的影响，掌握费用计算方式，优化财务规划。

了解如何有效规划IUL提款，以实现免税收入、延长保单寿命，并优化退休财务策略。

Learn how Index Universal Life (IUL) can combat inflation, reduce taxes, and safeguard retirement against longevity risks with proven strategies.

IUL与401(k)在退休规划中的优势与劣势分析，帮助您根据个人需求选择适合的方案。