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?

Insurance 84

Insurance Accounting Taxes Insurance Coverage 84

MainStreet Financial Planning

FEBRUARY 7, 2024

Ramona Johanneson from Arthur J Gallagher Risk Management joins our Chalk Talk series to give us the state of the insurance industry, starting with our largest investment, our home. Ramona’s expertise is personal insurance and she has been a producer for over 30 years.

Insurance 85

Insurance Risk Management Financial Advisor Financial Planning 85

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.

Insurance 122

Insurance Numbers 122

YouSet Insurance

SEPTEMBER 4, 2024

While one-way insurance covers damage you cause to others in a car accident, two-way insurance also covers damage to your own car.

Insurance 52

Insurance 52

Wealth Management

APRIL 4, 2024

The RIA platform partnered with Griffin Distribution to offer annuities, life, disability and long-term care insurance.

Insurance 109

Insurance Management Distribution 109

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 104

Insurance Estate Planning Taxes Planning 104

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

Estate Planning 96

Estate Planning Insurance Planning Taxes 96

Wealth Management

JUNE 13, 2024

According to data from insurance brokerage firm Golsan Scruggs, premiums have dropped by about half over the past year.

Insurance 115

Insurance Investments Investing 115

MainStreet Financial Planning

MARCH 7, 2024

February’s Chalk Talk on the State of the Insurance Industry included the subheading “Will My Insurance Company Cancel My Homeowners Policy” which was the real meat of our Chalk Talk and also what many attendees are concerned about when it comes to home insurance. which they were unlikely to do.

Insurance 87

Insurance Financial Planning Clients Planning 87

Million Dollar Round Table (MDRT)

MARCH 31, 2024

It’s understandable then that they may not always understand the cost of delaying insurance is about more than saving on the premium. Why buying insurance early is important Let’s say you have an international flight to catch. It’s the same when someone tries to get insurance after they become sick and are no longer insurable.

Insurance 84

Insurance Clients Financial Planning Planning 84

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.

Insurance 98

Insurance Insurance Coverage Certification Wealth Management 98

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?

Insurance 111

Insurance Retirement Healthcare 111

NAIFA Advisor Today

MAY 24, 2024

May is Disability Insurance Awareness Month. To mark the occasion, Advisor Today is please to bring you this article by the DI Geek, himself, Corey Anderson. Opinions expressed are those of the author.

Insurance 98

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.

Insurance 89

Insurance Insurance Coverage Retirement Planning Investments 89

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.

Insurance 88

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. ]]

Insurance 98

Insurance 98

YouSet Insurance

AUGUST 14, 2024

Car insurance is mandatory in Canada, however, the insurance requirements for each province and territory may differ.

Insurance 40

Insurance 40

YouSet Insurance

AUGUST 28, 2024

In insurance, accidental damage refers to unintentional damage you do to your home, condo, or rental unit.

Insurance 40

Insurance 40

Clever Girl Finance

MAY 15, 2024

In addition to emotional turmoil, the remaining family may face financial stress unless they have life insurance. One of the biggest benefits of life insurance is financial protection for loved ones. Why shouldn’t I delay getting life insurance? Is it really worth having life insurance?

Insurance 52

Insurance Budgeting Taxes Insurance Coverage 52

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

YouSet Insurance

SEPTEMBER 11, 2024

A tenant insurance policy is a comprehensive document filled with information. In this article, you’ll learn how to read it.

Insurance 40

Insurance 40

NAIFA Advisor Today

APRIL 9, 2024

NAIFA has redesigned and relaunched the Life Underwriting Training Council Fellow (LUTCF®) program, a three-course training series for one of the most sought-after designations in the insurance industry.

Insurance 98

Insurance Certification 98

YouSet Insurance

AUGUST 7, 2024

Student tenant insurance is a form of renters insurance designed to protect students living in on- and off-campus rental accommodations.

Insurance 40

Insurance 40

Aleph

SEPTEMBER 9, 2024

Eventually, I was hired by a hedge fund to analyze all types of insurance stocks. I knew some things about reserving outside of life insurance, but I had to learn more to become competent at understanding what made for good insurance stocks. While market returns were high, that covered all or part of the underwriting losses.

Insurance 59

Insurance Financial Services Consulting Ethics 59

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.

Insurance 88

Insurance Medicine Planning Medical 88

YouSet Insurance

SEPTEMBER 18, 2024

Sewer backup insurance financially protects you against damage caused by water backing up into your home from sewers and septic tanks.

Insurance 40

Insurance 40

Leading Advisor

AUGUST 28, 2024

Ontario Agency seeks an exceptional and experienced Remote/Virtual Commercial Insurance Specialist to join our Team to serve the Province of Ontario. You are a unique… The post Commercial Insurance Specialist – Province Of Ontario appeared first on Leading Advisor - Simon Reilly.

Insurance 40

Insurance Financial Advisor 40

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 […].

Insurance 133

Insurance Accounting Banking 133

NAIFA Advisor Today

SEPTEMBER 30, 2024

His journey serves as an inspiring example of what it means to thrive in the insurance profession while making a meaningful difference in the lives of clients and colleagues alike. Hailing from Billings, MT, Jake has been a loyal NAIFA member since 2017.

Insurance 52

Insurance Clients Financial Services 52

Advisor Perspectives

AUGUST 29, 2024

If your home and/or its contents are destroyed or damaged by a disaster such as a fire or flood, the insurance company will need a complete list of what was lost. Do you have such a list?

Insurance 52

Insurance 52

Wealth Management

OCTOBER 31, 2023

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

Insurance 102

Insurance 102

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.

Insurance 76

Insurance Education Retirement Planning 76

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.

Insurance 86

Insurance Clients Marketing Marketing 86

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.

Insurance 98

Insurance Marketing Marketing 98

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.

Insurance 95

Insurance 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.

Insurance 92

Insurance Insurance Coverage Electronics Budgeting 92

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).

Commission 98

Commission Insurance Sales Accounting 98