by
Tracey Longo
The chairman of the Finance Committee says the policies aid tax avoidance.
by
David Macchia
This remarkable solution to enhance retirement security is found in the most unlikely of places: life insurance.
by
Ben Mattlin
A key question is, how much can your client afford to lose if disaster strikes?
by
Ben Mattlin
This tax-saving tool an be a boon to some clients and a minefield for others.
by
Ben Mattlin
The way to get extra value out of retirement portfolios is through income annuities, author Tom Hegna says.
by
Christopher Robbins
Edelman said there are two demographic forces straining the wealth management industry: fewer advisors and more clients.
by
Aaron Clark, Taiga Uranaka
Financial services providers have come up with instruments aimed at heatstroke and lost wages.
by
Ben Mattlin
The surge in sales came despite a slowdown in the second half of the year.
by FA Staff
Limra said the decline in sales stems from consumers feeling less fearful about the pandemic.
by
FA Staff
Transamerica has debuted a new universal life insurance policy designed as a voluntary workplace benefit.
by
Edward Hayes
A new study has found that about 60% of Hispanics in the U.S. don't have life insurance.
by
Ben Steverman
A Senate committee is scrutinizing the use of private placement life insurance to lower taxes for the wealthy.
by FA Staff
The brainchild of insurance executive Robert DeChellis, Bonsai enables advisors to holistically manage a client's wealth.
by
Ben Mattlin
Underwriting standards appear to be getting tougher.
by FA Staff
Limra said the Covid crisis has spurred more Americans to seek life insurance coverage.
by FA Staff
The group argues that the new DOL rule merely repackages the one previously thrown out.
by
Gary Stern
More than 1,245 Merrill Lynch advisors have earned financial gerontology certificates.
by FA Staff
But the high cost is still the biggest barrier to purchase, a new survey says.
by
Wade Pfau
Estimates for clients' lives might be too out of date for their retirement plans.
