The Assets: Insurance planning
July 16, 2015
Top Mistakes Advisors Make With Insurance Coverage
Kellan Finley, Insurance Decisions
The biggest gaffes are pretty straightforward — as are their fixes.
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June 18, 2015
Medicaid Annuities Offer FAs Long-Term-Care Tools
SPIAs seen as one way to help clients cope with nursing home costs.
April 23, 2015
Why a Top Advisor Asks Clients About Celebrity Encounters
Carefully planned questions are crucial steps to a comprehensive financial plan.
April 14, 2015
Dollar’s Surge Boosts Case for Global Diversification
Advisors say long-term trends favor bigger international allocations.
April 9, 2015
Business Built on Death Promotes Vitality
John Hancock offers discounts for people who live healthy.
April 9, 2015
Is This a Good Time for SPIAs?
These popular annuities can be tough to sell in today’s low-yield market.
March 30, 2015
Suze Orman Won’t Stop Bashing Advisors
Despite her questionable practices, the TV host has fans in Washington.
Last Comment: April 3, 2015
March 26, 2015
When Business Models Collide: Big Insurer Buys LearnVest
How will Northwestern Mutual’s advisors and the robo’s CFPs work together?
March 6, 2015
Can “Nursing Home” Annuities Cut Health Care Bills?
As costs rise, advisors are looking at alternatives for retirees.
February 26, 2015
Life Settlements: No, the Mob Won’t Kill Your Client
Selling unwanted life insurance policies may seem ghoulish, but it’s often better than the alternatives.