The Assets: Insurance planning

June 17, 2016

Choose Your Mentors Wisely
Advice from others should never take the place of making your own decisions.

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June 2, 2016

Talking Long-Term Care Doesn’t Have to Be Tough
For some advisors it’s never too soon to discuss LTC planning.

Last Comment: September 27, 2016
2 Comments
May 9, 2016

DOL Rule May Cause BDs to Sell More Fixed Income Annuities
Restrictions placed on independent marketing organizations by the best interest contract exemption could push sales to other channels.

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April 28, 2016

Obama Vows to Veto DOL Rule Disapproval Bill
Many industry groups support killing the new fiduciary rule, while advisors adjust.

Last Comment: May 3, 2016
4 Comments
February 22, 2016

Impact of Healthcare Underestimated by Many Advisors
To help clients with healthcare costs and planning, look closely at the fine print.

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January 29, 2016

Life Policies Spike As Providers Offer More Riders
But are riders a useful way to customize life insurance policies for clients?

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January 21, 2016

Avoid Gray Hairs When Advising Grandparents
Douglas Dubitsky, Guardian Life Insurance Company of America
A broader view is required of financial goals and wishes for grandchildren.

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January 7, 2016

Why Wealthy Clients Need ‘Advanced’ Insurance Strategies
Tim Trela, Momentum Advanced Planning
Advisors should recognize insurance can be used defensively to protect wealth and assertively to help clients overcome financial challenges, writes Momentum Advanced Planning’s Tim Trela.

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October 1, 2015

How Advisors Educate Clients on Annuities, Life Insurance
Christopher Scott-Hansen, Morgan Stanley
"Insights Engine" and other tools help clients find the risk-management fix.

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July 27, 2015

Big-Brokerage Gatekeepers on Insurance-Co. Fails
Execs wave the red flags that force them to rethink relationships with insurance partners.

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