Insurance

Some especially important decisions occur at the point of initial enrollment.

Networking as a series of teachable moments

And client needs for advice will expand accordingly.

Due diligence tips for advisors looking to incorporate life insurance into their service offerings.

No wonder people don’t trust insurance companies.

Great American Life, which provides fixed indexed and registered index-linked annuities to some 50,000 retail advisors, is relinquishing the name back to its former parent and rebranding to MassMutual Ascend.

The proposed LTC Trust Act would require employees to pay a percentage of their incomes (via a payroll tax) into the state’s long-term care fund.

Those without adequate expertise and support should leave well enough alone.

His letters express concerns that such arrangements often are used as tax evasion vehicles by the uberwealthy.