by Feminella, Amy | Mar 20, 2020 | Insights, News
How Does the SECURE Act Impact My Retirement Plan? How Does the SECURE Act Impact My Retirement Plan? As new generations of American workers plan for their future retirement, there is an increasing focus on a fixed income solution that provides a combination of...
by Feminella, Amy | Mar 20, 2020 | Bank advisors, Compensation Advisors, Insights, News, Stream
NEWCLEUS BOLI INDEX 2020Q1 Newcleus BOLI Index: The Newcleus Bank Owned Life Insurance Index (NBI) is intended to offer the user a “snapshot” of the current BOLI marketplace. Through our extensive work with client banks and financial institutions, we’ve gained the...
by Feminella, Amy | Mar 18, 2020 | Insights, News, We are Newcleus
Newcleus Responding to COVID-19 – Update https://newcleus.com/a-letter-from-our-president/ May 5, 2020 A letter from our President. March 25, 2020 As our nation works through the challenges of the COVID-19 pandemic, we want to update our clients about our...
by Feminella, Amy | Nov 19, 2019 | Bank advisors, Compensation Advisors, Featured, Insights, News, Stream
2019Q4 STREAM Report 2019Q4 STREAM Report: a quarterly report put together by Newcleus, covering Strategy, Technology, Events & Announcements, and Marketplace news. STRATEGY 1035 Exchange to Single Premium Immediate Annuity (“SPIA”): A relatively uncommon type of...
by Feminella, Amy | Nov 19, 2019 | Bank advisors, Compensation Advisors, Insights, News, Stream
NEWCLEUS BOLI INDEX 2019Q4 Newcleus BOLI Index: The Newcleus Bank Owned Life Insurance Index (NBI) is intended to offer the user a “snapshot” of the current BOLI marketplace. Through our extensive work with client banks and financial institutions, we’ve gained the...
