Discover why financial advisors offer life insurance as part of financial planning, benefiting clients by integrating insurance and wealth protection strategies.
Insurance may be the least understood and most underappreciated asset a client owns, even by financial advisors. It certainly is the subject of a long and ongoing debate in the financial industry.
In an evolving insurance landscape, risk managers face an uphill battle when discussing rising premiums with high net worth clients. The fear of initiating these conversations is not unfounded, as ...
(Editor's Note: A monthly series introducing financial advisors to the importance of life and other insurance solutions, providing answers to client anxieties around personal risk.) I’m an insurance ...
Gus Badra Agency, an independent insurance broker proudly serving clients in Ohio and Michigan since 2004, is thrilled to announce a substantial expansion of its insurance carrier lineup for 2026.
Provide trusted guidance and peace of mind by partnering with a fiduciary-led team that ensures clarity in life insurance decisions For many professionals—whether you’re a CPA, CFP®, registered ...
From my earliest days in the insurance business, I’ve heard this refrain from skeptics: “Buy term and invest the difference.” That is, pay the lowest premium possible, and use the savings to pad your ...
I’m hearing more these days about agents encountering reluctance among prospects to meet and clients to move forward with planning and purchasing life insurance. Whether in the middle market or ...
Americans spent some $1.4 trillion on insurance products in 2021, the most recent year available, according to the Insurance Information Institute. That includes medical and auto coverage, which are ...
There's an old adage: "What you don't know can't hurt you." Nothing can be further from the truth when it comes to the subject of life insurance for accountants advising their clients. Processing ...
Col Fullagar outlines the key things to consider when performing a client insurance review. A core component of the risk insurance advice process is the gathering and analysis of client information so ...
A list of commercial insurance firms and their client and employee satisfaction ratings were released today on ClearlyRated.comPORTLAND, Ore., Feb. 03, 2026 (GLOBE NEWSWIRE) -- ClearlyRated, the ...