The renewed focus on AG 49 should be less about policing indexed universal life, and more about furthering client understanding of how the product really works and the different set of outcomes that are possible.
June 2019 |
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Many clients will want to “get enough money together” before they execute any of these four financial disciplines. But they may be going about it backward.
May 2019 |
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A Supreme Court decision revoking a beneficiary designation due to divorce may have ramifications that advisors need to address.
April 2019 |
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Why permanent life insurance is the solution for many issues entrepreneurs face.
March 2019 |
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Changes in the business environment over the past decade, combined with new life insurance products on the market, make this a good time to review older buy-sell agreements.
February 2019 |
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Neglect and lack of attention fuel most of the blame.
January 2019 |
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An insurance professional describes her family’s experience with caregiving and compares it with the experiences of others who are dealing with aging family members.
December 2018 |
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Indexes have increased in choice but with more choice comes greater complexity.
December 2018 |
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A survey showed that the majority of American families understand the importance of life insurance, but few of them act on that understanding.
November 2018 |
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Even though consumers make many of their buying decisions online, they still need an advisor to decipher product features and benefits.
November 2018 |
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