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One of the easiest ways to drive affluent buzz is to deliver small-personalized gifts to your best clients – we commonly refer to this as Surprise and Delight. Most advisors do it from time to time. But the best advisors get more “bang for t...
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.
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.