NAIFA Chief Hopes for Closer Investment Firm Ties
By Allison BellKevin Mayeux sees life insurance and retirement planning as a natural combination.
August 22, 2023
This Trust Can Reduce Estate Taxes, Protect Hard-to-Sell AssetsBusiness-owner clients might benefit from this estate planning tool, EP Wealth Advisors' Jennifer Li says.
August 18, 2023
Some Annuities Offer Big LTC Benefits BoostsThe products might be wrong for the bold but right for the fearful, True Tamplin says.
August 15, 2023
CFP Instructor: Choose Your Clients CarefullyWant to give advice that works? Hanna Ogle of the University of Texas recommends advising the right people.
August 07, 2023
Indexed Annuities Can Move the Volatility Out of the Client's HairAn advisor thinks colleagues should respect the value of risk transfer.
July 19, 2023
Insurance and Annuity Plans Need FlexibilityLife and annuity industry veteran Paul Wetmore recommends some strategies that can adjust as clients' lives do.
May 16, 2023
Mike Sizemore Learned, the Hard Way, How Disability Insurance WorksHe once wondered whether he should pay $8 per month for coverage. Then, he used the coverage.
May 11, 2023
Anna Kooi Helps Life Insurers See (Potential) DeadbeatsKooi's work could show where losses are leaking into the investment portfolios.