Carson Wealth

SEPTEMBER 27, 2023

By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways. As of 2023, that exclusion is $12.92

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Estate Planning Insurance Planning Taxes 52

Wealth Management

JUNE 20, 2023

Integrated is launching the new insurance business largely due to recent changes in tax and estate planning regulations. Peter Kaplan, a former First American Insurance Underwriters vice president, will lead it.

Insurance 110

Insurance Estate Planning Taxes Planning 110

Good Financial Cents

JULY 7, 2023

Deciding whether to continue with your life insurance policy or cancel it is not just a significant financial choice, it can also have profound emotional implications. After all, life insurance isn’t just a monetary consideration – it’s about ensuring that your loved ones are protected in case of your untimely demise.

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Insurance Insurance Coverage Investing Investments 89

Wealth Management

SEPTEMBER 26, 2023

Life events or job changes can be a great client touchpoint around the need for review of client health insurance.

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Insurance Planning Clients 103

Wealth Management

AUGUST 17, 2023

Digital fraud is a growing threat to advisors, who are on their own when it comes to buying insurance coverage for the risk.

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NAIFA Advisor Today

AUGUST 1, 2023

In the rapidly evolving health insurance sales landscape, efficient process management poses significant challenges for Field Marketing Organizations (FMOs) and Brokerage General Agencies (BGAs).

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Commission Insurance Sales Accounting 98

Wealth Management

AUGUST 21, 2023

Soon, accounts held by trust may be insured by the FDIC for up to $1,250,000, rather than the current $250,000 limit on many individual accounts.

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Good Financial Cents

APRIL 3, 2023

I learned so much about living and dying during my years in the mortuary business, but there’s one that stuck with me — the real-life consequences of not having life insurance. I clearly remember speaking with dumbfounded families who couldn’t believe their husband or father (or wife or mother) never had life insurance in place.

Insurance 101

Insurance Insurance Coverage Medical Planning 101

Advisor Perspectives

JULY 21, 2023

Last December, Florida’s legislature passed a controversial but necessary set of reforms aimed at shoring up the state’s teetering property insurance market, where a string of insurers had canceled policies and even filed for bankruptcy, leaving homeowners with dwindling options.

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Good Financial Cents

JULY 5, 2023

Life insurance policies are critical financial planning tools designed to provide financial security for policyholders’ beneficiaries upon their demise. They work by offering a lump-sum payment, known as a death benefit, to beneficiaries after the insured person’s death.

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Insurance Retirement Taxes Financial Planning 77

MainStreet Financial Planning

AUGUST 15, 2023

Condo insurance is designed to cover what your condo association’s master policy won’t. Here are 5 things to consider when buying insurance for your condo. As a condo owner, your HOA collects monthly dues that include insurance for the condo’s building exteriors and common areas. if there was a loss.

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Insurance Financial Planning Financial Advisor Assets 63

Fintoo

MARCH 24, 2023

Life insurance has always been a preferred investment option for all people due to the financial security it offers to a family after the demise of the policyholder. It also becomes ideal for people with a conservative risk profile. appeared first on Fintoo Blog.

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Million Dollar Round Table (MDRT)

SEPTEMBER 17, 2023

By Yung Sze Hon Solomon If a client or prospect doesn’t understand why they need additional medical insurance policies, I use the following metaphor. But if there’s an option, why not shift the massive medical bills to an insurance company? I have a bad habit of not bringing an umbrella when I go out, and yet sometimes it rains.

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Insurance Clients Medical Medicine 79

NAIFA Advisor Today

JULY 5, 2023

Previously associated with Lion Street as an Advanced Sales Professional, Nick now serves as the CEO of Motif Insurance, a company that is revolutionizing the future of in-force life insurance. Motif's primary objective is to empower advisors in managing their portfolios by harnessing the potential of data.

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Insurance CFP Management Portfolio 98

Good Financial Cents

NOVEMBER 2, 2022

If you’re looking for a simple life insurance policy that you can obtain quickly and for the lowest possible premium cost, you need to check out Ladder Life. If you need more life insurance coverage, once you have a policy in place, you can increase the death benefit. Ladder Life Insurance. Ads by Money. Ladder Life Products.

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Insurance Insurance Coverage Medical Certification 92

Good Financial Cents

OCTOBER 31, 2022

The vast majority of Americans need life insurance. But with so many different insurance policies and providers , how can you find the right life insurance policy for you and your family? Sproutt Insurance is trying to help by putting a unique spin on the insurance application process. Sproutt Life Insurance FAQs.

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Insurance Insurance Coverage Medical Food 94

MainStreet Financial Planning

JULY 7, 2023

We are often asked by clients if they should keep or cancel their life insurance policies. First, ask yourself if you still need life insurance. Think about why you bought this insurance policy in the beginning. To see if you have enough life insurance check out our Do You Have Enough Life Insurance post by Anna.

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Insurance Estate Planning Taxes Investing 77

Wealthfront

NOVEMBER 10, 2022

Today, we’re excited to announce we’ve doubled the FDIC insurance you get on your deposits in a Wealthfront Cash Account. Your Cash Account deposits are now insured for up to $2 million through our partner banks, which is 8x the amount available in a traditional bank account. For joint accounts, Cash Account deposits are now […].

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Insurance Accounting Banking 133

Million Dollar Round Table (MDRT)

MAY 21, 2023

We must convince our clients of the importance of life insurance in their individual lives. There are five key areas when considering your CVP: The importance of life insurance Implementation and underwriting Claims philosophy, process and promise Client engagement One-page strategy Here’s how we can do that.

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Insurance CFP Communication Clients 76

Good Financial Cents

OCTOBER 31, 2022

When you’re a teenager or a young adult, buying car insurance is rarely fun or affordable. This is true for anyone trying to add coverage to a parent’s existing policy, but it’s even more true for young adults who need to find cheap car insurance on their own. Our Picks for Best Car Insurance for Younger Drivers. Ads by Money.

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Insurance Insurance Coverage Planning Education 95

Good Financial Cents

DECEMBER 9, 2022

The best home insurance companies offer high-quality coverage that protects against damage to your home’s structure and your property, whether it is caused by lightning, winds, fire, or other covered perils. Best Rating N/A A A+ A- A++ A- Best Online Insurance Company Lemonade Our Partner See an Estimate J.D. Best and J.D.

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Insurance Insurance Coverage Electronics Budgeting 92

oXYGen Financial

MAY 14, 2023

[CDATA[ While most people recognize the significance of health insurance, another vital aspect often goes overlooked disability insurance. This lesser-known insurance coverage provides financial protection and peace of mind in the face of unforeseen circumstances that can leave individuals unable to work.

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Insurance Insurance Coverage 59

NAIFA Advisor Today

JUNE 9, 2023

Do you know any college students interested in the insurance and financial services industry? NAIFA's Future Leaders Program is a unique opportunity for college students and recent graduates to get a glimpse into careers in insurance and financial services.

Financial Services 91

Financial Services Insurance 91

Discipline Funds

JULY 21, 2023

Insurance is a sensible part of any financial plan. Good insurance should be designed as a temporal tool. For instance, you buy life insurance during a specific time period in your life when your dependents would be financially devastated by your death. Investment portfolio insurance is a more interesting thought exercise.

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Insurance Assets Portfolio Financial Planning 52

MainStreet Financial Planning

JULY 27, 2022

So, when we adopted the kittens, I decided to research pet insurance to see if it would be the right fit for our needs. Pet Insurance is like health insurance for your pet. Typically, it is reimbursement based, so you will pay for any vet costs up front and then seek repayment from the insurance company.

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Insurance Financial Planning Medicine Planning 79

Gen Y Planning

SEPTEMBER 1, 2023

Insurance Terms Glossary The insurance industry is chock-full of jargon, making it difficult to decipher the right policies for you and your family. To help clear the air and avoid confusion, we’ve identified a few of the most common terms you’ll encounter when comparing and reviewing health insurance plans.

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Insurance Planning Taxes Medical 52

NAIFA Advisor Today

MARCH 2, 2023

Insurance and financial advisors need to be aware that carriers are investing in wellness apps and reward programs to help engage policyholders. This can be leveraged as an added value when an advisor is quoting a carrier’s life insurance product.

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Insurance Financial Advisor Investing Investments 96

Good Financial Cents

JANUARY 18, 2023

The life insurance industry offers some of the country’s top careers and highest-paying jobs. From agents to underwriters, plenty of career paths can lead you to a lucrative position in the life insurance field. Table of Contents 10 Highest Paying Jobs in Life Insurance. Life Insurance Actuary. Insurance Manager.

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Insurance Consulting Commission Clients 90

NAIFA Advisor Today

SEPTEMBER 1, 2022

Life insurance is a crucial part of any solid financial plan, but 41% of Americans say they don’t have sufficient life insurance coverage. For agents and advisors, LIAM is the perfect time to meet with your clients to make sure their life insurance coverage meets their needs.

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Insurance Insurance Coverage Financial Planning Clients 98

Wealth Management

JULY 12, 2023

Seven factors that life insurance carriers consider regarding marijuana use.

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Insurance 98

NAIFA Advisor Today

MARCH 22, 2023

Uncertain market conditions make cash-value life insurance a valuable tool in the toolbox of investors and their planners, Jeff Snyder , a loyal NAIFA member since 2012 and Executive Vice President of Business Development and Insurance at Gateway Financial Advisors , writes in InsuranceNewsNet.

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Insurance Financial Advisor Investing Investments 98

Advisor Perspectives

APRIL 11, 2023

As the head of a health advisory company, I work with people who are undergoing treatment for various medical conditions, and I’ve seen firsthand how important it is to make the most of your health insurance.

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Wealthfront

MARCH 24, 2023

That’s why our Cash Account offers up to $3 million in FDIC insurance through our partner banks […] The post How Wealthfront Offers $3M of FDIC Insurance appeared first on Wealthfront Blog.

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Insurance Banking Accounting Investing 75

Good Financial Cents

AUGUST 18, 2022

Whether you’re already the proud owner of a dog or cat or you’re planning to become one, you may be wondering if pet insurance is worth the cost. After all, you absolutely have to buy things like food and basic supplies, and optional pet insurance just adds to the ongoing expense of owning a pet. Pet Insurance Guide.

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Insurance Budgeting Medical Planning 64

Advisor Perspectives

AUGUST 29, 2023

Insuring these new valuables stored at home is more difficult. Making an investment in physical gold and silver is easy. It may be outright impossible in larger amounts.

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Insurance Investing Investments 52

NAIFA Advisor Today

JULY 5, 2023

Harry Hoopis is an entrepreneur and industry leader in the insurance and financial services space who has built a successful firm based in Chicago, IL. He speaks, teaches, and inspires executives, advisors, and front-line salespeople — providing the systems, methods, efficiencies, and confidence needed to excel in the industry.

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Financial Advisor Insurance Financial Services 90

oXYGen Financial

NOVEMBER 6, 2022

[CDATA[ What is an umbrella insurance policy? Umbrella insurance is a type of personal liability insurance that can be a real lifesaveror rather, life savings-saverif you ever find yourself liable for a claim that's more than what your regular liability insurance will cover.

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Insurance 98