article thumbnail

Bridging the Gap: Insurance and Wealth Management

Wealth Management

Morgan Christiansen, VP of Distribution at The Pinnacle Group, explores the evolving role of insurance in financial planning at Nitrogen's 2024 Fearless Investing Summit.

Insurance 246
article thumbnail

Zephyr's Adjusted for Risk: Holistic Wealth Strategy and The Essential Role of Insurance

Wealth Management

Howard Sharfman, Senior Managing Director at NFP Insurance Solutions joins Ryan Nauman to cover the different roles insurance can play in creating a comprehensive financial plan, the correct tax treatment of life insurance, the integration of annuities into investment portfolios and the overall impact of insurance products on financial security.

Insurance 239
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Adviser links: serving Boomers

Abnormal Returns

kitces.com) How long-term care insurance went away. advisorperspectives.com) Financial planning CAN change lives. (kitces.com) Tax-loss harvesting is going long-short. bloomberg.com) How should consumers think about the cost of an adviser? barrons.com) We all make mistakes, including advisers. signaturefd-3437664.hs-sites.com)

article thumbnail

How to Build a Comprehensive Financial Plan that Protects Assets and Grows Wealth

Wealth Management

Including permanent life insurance can help prevent blind spots in retirement planning and enable clients to live longer.

article thumbnail

How Climate Change Is Impacting Financial Planning

Wealth Management

Advisors find global warming is affecting clients’ home insurance and property costs.

article thumbnail

Why Health Savings Accounts (HSAs) Aren’t Always Worth The ‘Triple Tax Savings’ Advantage

Nerd's Eye View

However, HSAs require individuals to be covered by a High Deductible Health Plan (HDHP), which has tradeoffs compared to traditional health insurance plans. While HDHPs are often expected to come with higher deductibles than traditional plans, these deductibles may be higher than they appear.

article thumbnail

Crisis Management Financial Planning: Preparing for Unexpected Events

Carson Wealth

What Is Financial Planning and Why Does It Matter in a Crisis? Financial planning begins with a thorough analysis of your short- and long-term financial situation, including all sources of income, your current spending patterns and debt, and your plans for the future. Diversification.