Old Money
For advisors, it pays to insure a client’s valuable collectibles, like antiques, rare toys, ceramics or wine; but it’s crucial to find reputable appraisers and carriers.
The Holy Grail of Financial Planning
Annuities can get a bad rap, but used correctly they can play a central role for clients who both want to leave money to heirs and also ensure they themselves will never run out of income, according to a recent academic study.
Uh, Sorry…Can We Have That Back?
Several insurance companies are following in the footsteps of The Hartford and offering to buyback variable annuities with guaranteed lifetime income. Should your clients take the cash?
Lock into Long-Term Care with Hybrid Policies
Combining life insurance and annuities with long-term care policies can protect against premium hikes or the risk of never making a claim. Here’s how to make sure they are right for your clients.
Caring for the Young?
Despite sluggish long-term care insurance sales, those buying coverage are younger than ever.
Insuring Income
Buying protection for a client's retirement income can be overwhelming. Should you choose a variable annuity with a lifetime income rider? Or an immediate annuity? Here's how to wrap your head around the answer.
Insurance Mistakes
How to help your clients avoid cashing out or canceling their life insurance policies.
Hedging ETFs Inside Annuities
A new program shorts futures contracts to hedge ETF holdings inside annuity contracts. It’s not cheap, but some say it’s worth it.
Newfangled Annuities Offer Benefits, Hold Risks
Called contingent annuities, these securities are less expensive than variable annuities and offer better tax treatment for wealthy investors. But availability is limited and some worry the risks will be difficult to cover.
Insuring the 100 Year-Old Client
The age group projected to show the greatest percentage increase in the United States and Western countries is the centenarian population. Are your clients financially equipped to live a century or more?
This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 
