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.
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 ...
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 ...
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 ...
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 ...
The takeaway of this article is for you to consider updating your clients' insurance requirements to require a specific additional insured endorsement. This endorsement requires a lower-tier ...
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 ...
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 ...
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 ...
I’m hearing more these days about agents encountering reluctance among prospects to meet and clients to move forward with planning and purchasing life insurance. Whether in the middle market or ...
The pattern is unambiguous: Australians are shopping. They are comparing. They are actively looking for someone or something to reduce their monthly outgoings. And insurance — along with groceries and ...
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