Casey Bond is a seasoned personal finance writer and editor. In addition to Forbes, her work has appeared on HuffPost, Business Insider, Yahoo! Finance, MSN, The Motley Fool, U.S. News & World Report, ...
“Unless there’s a need for liquidity, we don’t want our clients putting money into permanent life insurance. We want that money here as assets under management.” I first heard that said over 30 years ...
While Life Insurance Awareness Month (September), may be ending, that doesn’t mean this sometimes misunderstood financial planning resource is any less important. In fact, this multifaceted financial ...
We use the following factors in our car insurance ratings. Car insurance rates: We analyzed average rates from each company for good drivers, drivers who have caused an accident, drivers with a ...
Michael Kazanjian is the head of insurance overlays at Fiduciary Exchange LLC (FIDx), where he leads the strategy, growth and execution of the firm’s transformative insurance overlays business.
Selling traditional long-term care insurance (LTCi) policies has been challenging for many financial advisors in recent years even though there is a clear need for these products. Tom Riekse, managing ...
Travel insurance provider Travel Guard has announced the relaunch of Advisor Connect, an all-in-one, proprietary digital platform that provides travel advisors with a myriad of tools and features that ...
According to the American Association for Long-Term Care Insurance, your chances of being denied long-term care insurance ...
Travel insurance has changed over the past decade, and with it, the role of the travel advisor has evolved. The health and well-being of customers have always been top-of-mind but doing it well in the ...