INSURANCE

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Assuming Your Client Will Retire Healthy Is An Expensive Mistake

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Many people will face serious health conditions by the time they reach retirement age.

Biden's Covid Diagnosis Shows How Far We've Come Since Trump's

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The different therapies they received reflect the evolving course of the virus and medical countermeasures against it.

Insurance Agents Are Unknowingly Breaking DOL Rules, Attorney Says

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Some agents are accepting "conflicted compensation" without realizing it, attorney Fred Reish warned.

How Roth Conversions Can Reduce Sting Of Social Security, Medicare Hikes

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A key to the strategy is to lower required minimum distributions that can result in higher marginal tax rates.

Equitable Financial Fined $50M For Failing To Disclose Annuity Fees

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Nearly 1.5 million public school teachers and staff were defrauded by the company, the SEC said.

Confusion Preventing People From Selecting Best Medicare Plan, Survey Says

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Senior citizens are often not taking advantage of benefits because of lack of knowledge, the survey found.

Biden Administration To Again Extend The Covid Public-Health Emergency

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The emergency designation has given millions of Americans special access to Medicaid.

Estate Planning In This Particular Time Of Uncertainty

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Estate planning techniques and strategies that should be considered now.

Abortion Ruling Impact On Small Business Health Plans Still Unclear

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The ruling's implications are still unsettled because these plans fall under state regulation, observers say.

Insurance Meltdown Leaves Homeowners Without Policies And At Risk

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Insurance companies have closed shop in Louisiana and Florida, leaving thousands in the lurch.

Capital Group Sees Insurance Companies As Inflation Winners

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Fast-food restaurants could also be among those able to pass rising costs along to consumers.

Preventing Disability From Threatening Alimony Payments

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Protect clients by adding an own-occupation disability protection rider to their divorce agreement.

Using Risk Management To Add Value To Your Clients

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Become an expert in risk management and your clients will thank you and your prospects will hire you.

Bonsai Partners With Swiss Wealthtech Firm To Boost Balance-Sheet Management

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The wealth management and technology platform offers broader access to opportunities for sustainable investing.

Social Security Gains A Year Before Trust Funds Bust

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The Social Security and Medicare Board of Trustees projects a depletion in funds in 2035.

More Than Two-Thirds Of People Have Covid Antibodies, WHO Says

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The WHO's roundup offers a snapshot of how well the world is increasing resistance to the pandemic.

65 Incorporated Rolls Out Medicare Planning Software For Advisors

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The software suite has different plan levels to accommodate the needs of small, medium, and large advisory practices.

Clients Looking For 'Financial Wellness,' Consultants Say

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Clients want personal advising services, and they would prefer to get it all from one trusted advisor, an EY executive said.

Global Tension, Inflation A Recipe For Recession, Allianz Survey Says

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Investor uncertainty is driving market investment fears, Allianz Life found.

A Worker Shortage Is Driving U.S. Nursing Homes To The Brink Of Collapse

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Declining enrollment and higher labor and supply costs have forced 327 nursing homes to shut down since 2020.

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