It’s not just the technical, it’s also the technique.

Clients join in to interview competing companies.

Life events or job changes can be a great client touchpoint and signal for a review of client health insurance.

This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent.

Collaborative advisors set the stage for a client’s informed decision.

A policy that performs justifies the premium costs and liquidity constraints. Unfortunately, it's all too common for life insurance to use and hold value that's better deployed elsewhere.

Soon, accounts held by trust may be insured by the FDIC for up to $1.25 million, rather than the current $250,000 limit on many individual accounts.

The discourse has to move on from marketing platitudes to practical guidance for policyholders and their advisors.

Another case that creates great client service opportunities involving redemption adjustments.

Seven factors that carriers consider.