Transforming legal and financial services sectors

State regulators and insurance companies are paying extra attention to the issue of insurable interest, and advisors better be careful in writing life insurance policies.

IRS focuses on the UBTI, excess business holdings and jeopardizing investment rules

The reasons may be more emotional than rational

The advisor’s role has expanded to keep pace with changing demands and requirements

The costs of long-term care and its corresponding insurance are only expected to get worse, but there are several alternatives to make sure clients get the care they need.

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The shifting behaviors and attitudes of the under-40 crowd

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