Are You Talking About Life Settlements?
By Robin S. Weinberger and Peter N. KatzConversations about the topic have become a lot more common.
June 04, 2024
How Millennials Can Reach Financial Wellness Through InsurancePaying for protection could give younger clients peace of mind.
June 03, 2024
Celebrating Annuity Awareness Month With a Look at RILAsYou're aware of RILAs, but do you understand RILAs?
May 28, 2024
The Perils of Self-Funding Long-Term CareWhy cross market risk with a form of health risk that may require immediate liquidity?
May 28, 2024
3 Big Gaps in the DOL's Case for Its New Fiduciary RegsEven with the best data the department can find, many of the potential benefits or harms are unknowable.
May 24, 2024
Medicare's Role In Supporting Senior Mental Health NeedsMedicare can cover counseling and prescription drugs as well as inpatient care.
May 24, 2024
Why Are You Still Selling Life Insurance With Lifetime Guarantees?A John Hancock executive makes the case against assuming that all clients need coverage at age 90.
May 16, 2024
How to Talk to Clients About Disability Insurance PlanningIt's a tough discussion but can include topics like income protection and cash flow, which are often top-of-mind for many individuals.
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