Insurance may be the least understood and most underappreciated asset a client owns, even by financial advisors. It certainly is the subject of a long and ongoing debate in the financial industry.

Compare the best universal life insurance companies. We evaluated costs, coverage, customer satisfaction, and more.

Clients may be reluctant to discuss insurance for several reasons. Insurance addresses difficult topics, such as death, disability and critical illness, that some clients would rather avoid. Other ...

You’re a life insurance agent working in the advanced markets. You know that, after 2025, the federal estate, gift and generation-skipping tax exemptions, but not the gift tax annual exclusion, are ...

Insurance availability is now influencing where high net worth consumers live and how they store their wealth.

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 ...

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 ...

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 ...

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 ...

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 ...

Trucordia, a top 20 U.S. insurance brokerage, today announced it has acquired the assets of the Hecht-Stout Insurance Agency. This Dunlap, Illinois-based business has deep roots in the Peoria area and ...