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 ...

Term life insurance is commonly perceived as a financial shield, a measure put in place to safeguard a family’s financial future should an untimely event occur. Many agents have underwritten hundreds, ...

Following a recent report that highlights how younger generations want something different from life insurance than has generally been the norm, how can advisors adapt their approach to help these ...

Life insurance is an integral part of an overall financial plan. Regular reviews can determine whether the policy is performing according to expectations and meeting the client's current financial ...

Every year, 500,000 older Americans lapse their life insurance policies, according to a survey by the Insurance Studies Institute. And millions each year will surrender their policies. Lisa Rehburg ...

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 ...

When working with your clients to plan their charitable giving, it’s important to think about their entire financial landscape—and often, that might include life insurance policies. If you have a ...

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. A more ...

A growing number of younger adults are deciding that life insurance is not for them, reshaping the way financial advisors must guide clients, a new report reveals. While 68% of consumers still ...

You’ve reached a major milestone in life, arriving at a point where it makes sense to work with a financial advisor. You’ve worked hard, and you want your money to put in an equal amount of elbow ...

TROY, Mich.: 12 Oct. 2023 — Could the latest generation of mobile apps and websites hold the keys to solving the decades-old challenge of customer apathy toward life insurance and annuities? According ...