Alt Investments

Simple ways to calculate true savings and investing records for education, retirement, and life insurance

Clients are turning to whole and universal life insurance policies to lock in benefits

Advisors with clients that are interested in life insurance can offer a choice other than the usual term or permanent policies

Sometimes it's the little things that matter. Sherry Hoffman, owner of the Hoffman Agency, a multiline agency in Ballston Spa, N.Y., uses auto insurance as her ticket to IRA rollovers.

For advisors who haven't considered long-term care insurance for their clients, now might be a good time to take a look.

Providing clients going through a divorce with the right insurance can put spouses in a better frame of mind and business in an advisor's book

Advisors need to pay closer attention to their errors and omissions insurance than they generally do, or risk suffering the consequences

A growing number of Americans are saving more money than they're likely to spend in their lifetimes. For advisors, it's a good time to talk to such clients about endowing a college scholarship, getting their name on a hospital wing, donating an...

One of the largest inhibitors of insurance sales is a perception gap between clients and advisors. The gap is highlighted in the findings of two separate studies, one by this magazine in conjunction with The Hartford and the other by the Life and...

Can the folks who market variable annuities and have gotten slammed by regulators for how they line their pockets in the process force the industry that the products to roll back prices and simplify mind-boggling fee schedules? Can they, in fact...