Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Principal Adds Estate Planning Site
By Staff WriterAn insurer has set up a new estate planning legislation tracking service.
March 04, 2010
Estate Planning in 2010Among the tasks that fall to survivors and executors of any estate, but certainly one in which there are substantial assets, is to gather the records of assets and accounts, values and costs. This may never have been more challenging than it is now.
March 03, 2010
The number one sales key: Listen to your clientsWhen a client is denied the chance to discuss their needs, a sale is practically out of the question.
March 03, 2010
Insurer Launches Special Needs Planning CenterA large insurance carrier is launching a dedicated unit for special needs planners who serve the financial needs of families and individuals with special needs.
March 01, 2010
Brown & Brown Acquires Benefits BusinessAn insurance distributor has bought the benefits brokerage assets of DiMartino Associates Inc.
March 01, 2010
Is Boring the New Sexy?Wealth managers need a broader understanding of personal insurance solutions that quietly (and boringly) complement financial advisory services.
March 01, 2010
Make this your game-changing selling yearStop wasting your valuable sales time on less than stellar sales results.
February 23, 2010
Insuring SatisfactionWant to know what makes insurance policyholders feel they've gotten their money's worth? It's something so obvious you just might miss it.