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.

ERGO NEXT reports small businesses require various insurance types based on risks, industry, and operations to mitigate ...

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 ...

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. Processing ...

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 ...

Christmas 2021 was “particularly challenging” for business for Garey Bell, a Luxury Travel Advisor for Protravel International LLC in Westbury, N.Y. He had multiple clients traveling and many ...

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 ...

Garage liability insurance is purchased by automobile dealerships and repair shops to cover property damage and bodily injury ...