Who needs insurance? For many clients, it’s a subject too easily deferred or ignored. By understanding the emotional barriers, advisors can help clients make the rational decisions.
How to explain the recent changes in health insurance to confused clients planning for retirement.
State regulators and insurance companies are paying extra attention to the issue of insurable interest, and advisors better be careful in writing life insurance policies.
The costs of long-term care and its corresponding insurance are only expected to get worse, but there are several alternatives to make sure clients get the care they need.
The new healthcare exchanges coming Oct. 1 could present an opportunity for pre-retirees who don’t have group health insurance.
It’s not tantamount to an incident of ownership
When it comes to life insurance, rarely does one size fit all. So why not tailor a policy to fit your client’s investment and estate plans?
Trustees can expect a bumpy road ahead
When are the proceeds of life insurance policies includible in a taxpayer’s gross estate?
What resources can your client use to help defray these costs?