Insurance

Why is working together so difficult for many advisors?

Clients should create their own disclaimers.

SS&C Technologies Holdings, the company behind the Black Diamond platform, and DPL Financial Partners are partnering to provide advisors with a fee-only insurance solution early next year.

Financial advisors can't expect to provide holistic advice for their clients if they ignore insurance planning.

It’s not always best for the consumer.

Texas court unwinds life settlement sale by unlicensed buyer.

Increased life insurance planning opportunities for states that have adopted the augmented estate concept.