Under the Hood: How Much Life Insurance Should You Buy?
Most methods of determining how much, and what type, of life insurance a client needs are imperfect. Here's how I do it.
Investing in Collectible Cars for Pleasure and Profit
Auction prices for rare automobiles have skyrocketed into the millions of dollars, but special cars need special treatment—and insurance coverage.
Luxury Car Insurance: High-End Tech Demands High-End Coverage
Your clients’ luxury automobiles contain very expensive technology, and standard automobile policies aren't the answer.
How to Help HNW Clients Evade Kidnapping, Ransom and Extortion
Technology is the newest weapon for organized crime syndicates, the primary perpetrators of these crimes against high-net-worth families.
Fixing the CFP Board’s ‘Three Buckets’ Rule
Wouldn't it be a clearer and stronger consumer protection to require advisors to disclose how they're actually being compensated by their clients? Why is that so hard for the CFP Board to implement?
Insurance Issues Not So Simple for Women
Your female clients pay as much as 30% more for disability insurance than your male clients, and gender-specific pricing is nearly here for LTC coverage.
Top Portfolio Products: iShares Offers Colombia ETF
Invesco PowerShares launches a new global high-yield bond fund ETF, while Fred Alger rolls out international- and global-growth products.
4 Groups of People That Probably Need More Life Insurance
A white paper released by Genworth expressed concern that as families trim their budgets, they may be cutting away important purchases that they shouldn’t do without.
Earth, Water and Fire
The search for natural gas and oil found through the process known as hydraulic fracturing, or fracking, is fraught with controversy.
Riding to the Rescue: Momentous Insurance Offers Equine Policies
Affluent individuals who engage in luxury hobbies, including owning, riding and showing horses, face a number of liabilities that may not be covered by their existing policies; so last week, Momentous Insurance Brokerage tried to rectify that problem.