Higher Rates Are Helping Some Clients Get More Quick Cash
By Allison BellThe strategy involves homes, according to Steve Resch, a reverse mortgage specialist.
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.
April 27, 2023
Life Insurers Need Better Tools for Detecting Asset Risk: Alla GilLife insurers need better math to know where doom is lurking, Straterix founder and CEO Alla Gil says.