Might some of your single clients unknowingly need life insurance? “One typical reason young people (in their 20s and 30s) buy life insurance is to protect their insurability,” says Ronald Klein, ...

(Editor's Note: A monthly series introducing financial advisors to the importance of life and other insurance solutions, providing answers to client anxieties around personal risk.) I’m an insurance ...

When working with your clients to plan their charitable giving, it’s important to think about their entire financial landscape—and often, that might include life insurance policies. If you have a ...

In an evolving insurance landscape, risk managers face an uphill battle when discussing rising premiums with high net worth clients. The fear of initiating these conversations is not unfounded, as ...

Americans spent some $1.4 trillion on insurance products in 2021, the most recent year available, according to the Insurance Information Institute. That includes medical and auto coverage, which are ...

Provide trusted guidance and peace of mind by partnering with a fiduciary-led team that ensures clarity in life insurance decisions For many professionals—whether you’re a CPA, CFP®, registered ...

Brenton Harrison has spent over a decade empowering people to take control of their money. He has been featured in publications such as Business Insider, USA Today, and CNBC, and hosts the weekly New ...

There's an old adage: "What you don't know can't hurt you." Nothing can be further from the truth when it comes to the subject of life insurance for accountants advising their clients. Processing ...

Christmas 2021 was “particularly challenging” for business for Garey Bell, a Luxury Travel Advisor for Protravel International LLC in Westbury, N.Y. He had multiple clients traveling and many ...

Life insurance is an integral part of an overall financial plan. Regular reviews can determine whether the policy is performing according to expectations and meeting the client's current financial ...

In recent years, the world's most reputable and fastest-growing insurers are increasingly reviewing crisis communications and public relations recommendations as part of their overall coverage as ...