A company survey of insurance executives also found a significant decline in inflation worries.
Inflation riders can account for 15% to 20% of total LTC policy premiums.
With $9 billion in assets, Idaho-based Caprock is now starting to expand through acquisitions.
Trying to meet clients' desire to "do good" while investing often runs into gray areas, they say.
Total sales by independent agents and broker-dealers grew 29% last year.
The macroeconomic data tells only part of the story.
A good year in the markets also means higher required distributions from retirement accounts.
Advisors on Orion's platform will have access to DPL's commission-free annuity marketplace.
When it comes to charitable giving, advisors recommend a careful balance.
With high-quality bonds yielding about 5%, locking in today's interest rates makes sense to many advisors.
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