分类： 投保指南

Lincoln Financial adds Capital Group’s Dividend Value ETF to OptiBlend annuities, offering ETF-linked returns with 100% principal protection.

比较IUL与标普500在长期回报、下行保护、费用和税务上的差异，说明不同风险偏好与财务目标下的适用场景与组合策略。

解析指数型万能险（IUL）退休提款的三大误区：税务后果、提款顺序与时机如何影响现金价值与保单存续。

比较2025年年金与债券在收益、税收递延、本金保护与流动性上的差异，揭示年金更稳、债券更灵活的适配场景。

详解何时需提交 Form 709、年度与终身赠与豁免额度、赠与分割、估值与支持文件、电子申报与常见错误，复杂情况建议咨询税务顾问。

Analysis of Lincoln Financial’s CGDV-linked FIA launch and FOX Women’s Sports sponsorship and investor implications.

Sagicor merges Jamaican and T&T units into Sagicor Group Caribbean, creating a regional insurance leader.

AM Best upgrades issuer credit ratings of Jackson National Life and affiliates; outlook revised to stable.

Marco Capital completes acquisition of Dublin-based Benteler Re, a non-life captive in run-off, with regulatory approvals.

Sagicor merges its Jamaica and Trinidad life businesses into Sagicor Group Caribbean; executives discuss scale, synergies and customer benefits.