DOL - Frequently Asked QuestionsGet the answers to many of the questions surrounding the DOL Rule, including: "What is Advisors Excel doing currently to work toward implementation?", "What will the rule mean for my business practice?" and more...
DOL Outlook: Your Guide to the New Fiduciary Rule
Through an ongoing series of webcasts over the next few months, Advisors Excel will bring you timely updates and clarifications related to the new DOL fiduciary rule and its implementation.
The Internal Revenue Service released Thursday the updated 2018 withholding tables reflecting enactment of the new tax law, the Tax Cuts and Jobs Act.Read More
The new tax law, the Tax Cuts and Job Act of 2017 (TCJA), contains two provisions that provide a boost to life settlements, which should spur added growth of the life settlement market.Read More
The new year brings with it changes to how much retirees will receive from Social Security and how much more some higher-income workers will contribute in payroll taxes toward their future benefits.Read More
State insurance regulators are preparing to discuss a proposal for adding a best interest standard to their own annuity sales standards model.Read More
The Lead The Way Initiative
The Lead the Way initiative from Advisors Excel offers you the very latest in educational resources, news links and bulletins, best practices and informative explanations to help you best serve your clients and stay informed of emerging developments in the tax, legal and regulatory areas.