Insurance may be the least understood and most underappreciated asset a client owns, even by financial advisors. It certainly is the subject of a long and ongoing debate in the financial industry.

The deal adds veteran David Appel and 30 years of advanced planning expertise, expanding insurance services for RIAs and ...

Clients may be reluctant to discuss insurance for several reasons. Insurance addresses difficult topics, such as death, disability and critical illness, that some clients would rather avoid. Other ...

There's an old adage: "What you don't know can't hurt you." Nothing can be further from the truth when it comes to the subject of life insurance for accountants advising their clients. Processing ...

Americans spent some $1.4 trillion on insurance products in 2021, the most recent year available, according to the Insurance Information Institute. That includes medical and auto coverage, which are ...

Hamilton Insurance Group, Ltd. has launched a Private Clients business within its London-based Hamilton Global Specialty platform, appointing veteran underwriter Jamie Keaney as Head of Private ...

Trucordia, a top 20 U.S. insurance brokerage, today announced it has acquired the assets of the Hecht-Stout Insurance Agency. This Dunlap, Illinois-based business has deep roots in the Peoria area and ...

I’m hearing more these days about agents encountering reluctance among prospects to meet and clients to move forward with planning and purchasing life insurance. Whether in the middle market or ...

When working with your clients to plan their charitable giving, it’s important to think about their entire financial landscape—and often, that might include life insurance policies. If you have a ...

Christmas 2021 was “particularly challenging” for business for Garey Bell, a Luxury Travel Advisor for Protravel International LLC in Westbury, N.Y. He had multiple clients traveling and many ...