WealthManagement.com
Home > Wealth Planning > Insurance

Insurance

RSS

Strategies, tools and tips for more effective insurance planning.
 

Deductible Me

Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you.

Read and Discuss

  • May 6, 2013
    article
    Reuters

    HIGHLIGHTS - Berkshire Hathaway's Annual Meeting of Shareholders  

    More than 35,000 people descended on Omaha, Nebraska, for the annual shareholder meeting of Warren Buffett's ice cream-to-insurance conglomerate, Berkshire Hathaway Inc....More
  • Apr. 16, 2013
    Article
    Trusts & Estates

    Using Life Insurance Policy Design To Maximize Death Benefit  

    Mark Teitelbaum proposes some methods to increase your client's internal rate of return...More
  • Apr. 15, 2013
    Article
    Trusts & Estates

    A New Tax Environment  

    Richard L. Harris and Martin M. Shenkman discuss the changing role of insurance in the new tax environment...More
  • Apr. 10, 2013
    Article

    Another Insurer Dumps IBDs; Could You Be Next?  

    MetLife’s recent sale of Walnut Street and Tower Square is just the latest sign that insurance firms aren’t in the IBD business to stay....More
  • Apr. 10, 2013
    Article
    Trusts & Estates

    Veralytic

    Donald H. Kelley reviews Veralytic, a service that provides tools for the evaluation and administration of life insurance policies...More
  • Apr. 5, 2013
    Article
    Trusts & Estates

    Life Insurance After ATRA  

    Charles L. Ratner and Lawrence Brody discuss how to handle life insurance in the wake of ATRA...More
  • Apr. 2, 2013
    Article
    Trusts & Estates

    Integrating Life Insurance Into Planning For Ultra-High-Net-Worth Individuals  

    Melvin A. Warshaw stresses the importance of integrating life insurance into planning for high-net-worth families...More
  • Mar. 14, 2013
    Article
    REP.

    Deductible Me

    Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you....More
  • Mar. 13, 2013
    Article
    REP.

    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....More
  • Feb. 19, 2013
    Article
    REP.

    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....More
More

Wealth Planning Topics

Asset Protection

College Planning

Estate Planning

Family Business

High Net Worth

Insurance

Philanthropy

Retirement Planning

Valuations

Hot Topics

Trusts & Estates Plus
RIAs
IBDs
Wirehouse
Estate Planning
Photo Galleries
Advisor Trend Monitor
The Advisor Forums
AdvisorBenchmarking
Resource Network
Latest poll

Absolute Perfection

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. 

Image courtesy of  Christie’s Images Ltd. 2013

Latest Forums Topics

http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2013/02/forums-graphic.jpg

"Do firms check U5's when hiring?"

Read More

More Topics

Financial Planning: Best information sources and research tools?

I am new in financial planning and am approaching the profession with several years experience working in personal trusts and have just completed a financial planning course. I am considering going out on my own and am trying to get some tips and ideas as to the best ways to stay informed and to provide clients with the best expertise and skill set possible. Does anyone have preferences and/or advice as to the best ways to stay current and in compliance with legal, tax and market changes?...More
Retirement Planning Snapshot

The Numbers Behind Social Security

Click for More
Most Recent Blogs & Columns
May 17, 2013
blog

Walnut Street Team Turns Down Cetera Deal to Join Boutique IBD

A $145 million AUM team from Walnut Street Securities has turned down a retention deal from Cetera to join SCF Securities....More
May 16, 2013
User Submitted Content

The Checks Aren’t Always Equal: Why RIAs Should Tap Multiple Custodians for a Successful Practice

Challenging economic climates often bring unforeseeable opportunities. New opportunities could, of course, help your clients maximize their potential. With the evolution of new technologies, financial products and account needs, new custodians have emerged to provide specialized services....More

Browse Blogs Browse Columns
Market Data

Financial Services Company Watch List

Market index values delayed 15 min

Newsletter Signup

Connect With Us
WealthManagement.com

Copyright © 2013 Penton Media, Inc