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What's New

U.S. Senate Finance Chairman Ron Wyden Releases Long-awaited PPLI Review Findings

Posted on April 16, 2024
Categories: What's New

Inform yourself on what could be a major assault on PPLI and the life insurance industry. Read our new bulletin to better understand the genesis of the issue and what it could mean going forward

GIFT NOW! ACT BEFORE BASIC EXCLUSION AMOUNTS SUNSET

Posted on March 28, 2024
Categories: What's New

The December 31, 2025 sunset (halving) of current high gift, estate, and generation-skipping transfer (GST) exclusions created by the Tax Cuts and Jobs Act (TCJA) is fast approaching.

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  • Morris & Boyle, an Alera Insurance Agency, LLC and its representatives are presently licensed to sell traditional life insurance in AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IA, LA, MD, MN, MS, MT, NV, NH, NJ, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WV. Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services. Variable life and annuity products may be sold in AK, AZ, AR, CA, CO, CT, DE, DC, FL, IL, LA, MN, NV, NJ, NY, NC, ND, OH, OR, PA, RI, SD, TX, UT, VA, WA, WV. Residents of other states should consult with a local registered representative for securities products. Proper state registration is mandatory prior to conducting business in any state. Securities Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer Member FINRA/SIPC.

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