Advisor Perspectives

APRIL 22, 2024

On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the SPDR S&P Insurance ETF (KIE) with Chuck Jaffe of “Money Life.” ” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.

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Insurance 52

Clever Girl Finance

JANUARY 9, 2024

We all love cash value, so it seems like a no-brainer to have cash value life insurance. But how does cash value life insurance work, and is it a good idea? Get a better understanding of this type of life insurance and whether it’s the best choice for you or not. Table of contents What is cash value life insurance?

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Insurance Accounting Taxes Insurance Coverage 77

NAIFA Advisor Today

SEPTEMBER 1, 2023

September is Life Insurance Awareness Month, a 20-year tradition created and coordinated by NAIFA partner Life Happens and commemorated by the entire life insurance industry, elected officials , and consumers across the country.

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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.

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Insurance Estate Planning Taxes Planning 107

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 96

Million Dollar Round Table (MDRT)

APRIL 23, 2024

To show clients the value of disability insurance, Westhoelter said during his ConneXion Zone presentation at the 2017 MDRT Annual Meeting, he puts them through a one-day exercise. That’s not new, but Shane E. Westhoelter, AEP, CLU , a 13-year MDRT member from Albuquerque, New Mexico, USA, has some new ways of demonstrating the value.

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Insurance Clients Marketing Marketing 52

Financial Symmetry

DECEMBER 11, 2023

When having conversations with individuals approaching retirement, but who have yet to reach age 65, one primary concern is often in the forefront of their mind: What am I going to do about health insurance before I reach Medicare age?

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Insurance Retirement Healthcare 111

Carson Wealth

SEPTEMBER 7, 2023

By Matt Lewis, CLTC ® Life insurance is one of the most versatile financial assets available to us. With so many different types of life insurance, finding the most suitable policy takes careful consideration. Life insurance typically falls into three main types: term, universal and whole.

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Insurance Insurance Coverage Taxes Accounting 88

oXYGen Financial

SEPTEMBER 10, 2023

As you gear up for another season of touchdowns, field goals, and heart-stopping moments, the question arises: Do you need fantasy football insurance? In this blog, we'll navigate the world of fantasy football insurance, providing you with insights, expert advice, and answers to frequently asked questions. What Is. ]]

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Insurance 98

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 Retirement Planning Investing 88

NAIFA Advisor Today

FEBRUARY 1, 2024

Life Happens, a devoted advocate for financial protection and security and NAIFA's consumer outreach arm, spearheads Insure Your Love Month every February. The message is clear and powerful: acquiring life insurance is not just a financial decision; it's an act of love.

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Insurance 95

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.

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Insurance Insurance Coverage Medical Planning 101

Wealth Management

OCTOBER 31, 2023

Taking a strategic approach to insurance is one possible answer to the call for organic growth.

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Insurance 107

NAIFA Advisor Today

JANUARY 17, 2024

NAIFA CEO Kevin Mayeux , CAE, was named one of the “Top 10 Most Influential People in Insurance” by CIO Views magazine. Among his achievements cited by the magazine is Mayeux’s leadership of NAIFA’s transformation into a modern, forward-looking association.

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Insurance Management 111

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 Medicine Medical Planning 88

NAIFA Advisor Today

MARCH 20, 2024

As a third-generation insurance agent, she specializes in property and casualty insurance and works with locally owned businesses. Carina Hatfield is a Life Underwriting Training Council Fellow (LUTCF), Commercial Lines Coverage Specialist (CLCS), and Life and Annuity Certified Professional (LACP).

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Insurance 59

Darrow Wealth Management

SEPTEMBER 25, 2023

And when something goes wrong, many homeowners are surprised to learn of gaps in their insurance coverage or their contractor’s. Addressing insurance risks before starting a home remodeling project Updating your homeowners insurance before starting work One key risk to address before starting a home construction project is insurance.

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Insurance Insurance Coverage Certification Wealth Management 83

Wealth Management

JANUARY 5, 2024

Several insurers are ramping up their participation in net asset value financing, an increasingly popular form of borrowing for private equity funds that need liquidity amid a tough market for cashing out holdings.

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Insurance Assets Marketing Marketing 104

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

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 122

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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Insurance Marketing Marketing 98

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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Insurance Insurance Coverage 98

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

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 Education Retirement Planning 76

NAIFA Advisor Today

JANUARY 29, 2024

As a financial advisor, he has over 25 years of experience in insurance, investments, estate preservation, and employee benefit plans. Tom Palmeri is a Life Underwriting Training Council Fellow (LUTCF) committed to helping clients build and safeguard their wealth.

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Insurance Financial Advisor Clients Planning 94

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 Medical Financial Planning Electronics 70

Advisor Perspectives

APRIL 8, 2024

Success in the insurance channel requires an understanding of the distinctive investment needs and regulatory considerations it faces.

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Insurance Marketing Marketing Investing 72

Clever Girl Finance

JANUARY 4, 2024

Life insurance is one of those things that we kind of know we need, but many of us don’t want to deal with getting it right away. However, we can’t downplay the importance of life insurance, how life insurance protects our finances and family, and how much peace of mind it can give you. Let’s get into it!

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Insurance Retirement Taxes Medical 59

MainStreet Financial Planning

SEPTEMBER 27, 2023

Pet insurance is not something you may think you need but let me tell you from personal experience why you should consider getting it. Because we had pet insurance, it was much easier to decide to have him x-rayed as well as monitored overnight at the hospital. It also often covers a lot of routine expenses.

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Insurance Medicine Financial Planning Planning 52

Wealth Management

JANUARY 3, 2024

Should company-owned life insurance used to redeem stock be included in valuing a decedent’s ownership interest?

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Insurance Valuation 117

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 Planning 87

Tobias Financial

MARCH 22, 2024

Is your life insurance coverage sufficient? In fact, due to Covid concerns, life insurance policy sales grew 5% last year resulting in the largest annual increase in decades. Flexible premium life insurance policies bought a long time ago may be based on assumptions that are not applicable today.”

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Insurance Insurance Coverage Clients Sales 52

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 91

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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Insurance Coverage Insurance Accounting Banking 98

Clever Girl Finance

JANUARY 4, 2024

Life insurance is one of those things that we kind of know we need, but many of us don’t want to deal with getting it right away. However, we can’t downplay the importance of life insurance, how life insurance protects our finances and family, and how much peace of mind it can give you. Let’s get into it!

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Insurance Retirement Taxes Medical 52

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 Communication CFP Clients 78

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