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.

Insurance 314

Insurance Planning Clients 314

Wealth Management

APRIL 25, 2025

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

Insurance Financial Planning Taxes Portfolio 239

Wealth Management

JANUARY 8, 2025

Tactical refinements for a more productive year for life insurance agents and financial advisors.

Insurance 264

Insurance Financial Advisor 264

Wealth Management

NOVEMBER 14, 2024

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

Insurance Wealth Management Management Distribution 246

NAIFA Advisor Today

MAY 1, 2025

May is Disability Insurance Awareness Month (DIAM), an important time to highlight the critical role disability insurance plays in protecting the financial well-being of American workers and their families. NAIFA is committed to raising awareness and educating about necessity and value of disability insurance.

Insurance 93

Insurance Education Clients 93

Wealth Management

JANUARY 3, 2024

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

Insurance 299

Insurance Valuation 299

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.

Insurance 288

Insurance Assets Marketing Marketing 288

Nerd's Eye View

DECEMBER 27, 2024

Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)

Financial Planner 246

Financial Planner Insurance Coverage Insurance Valuation 246

Wealth Management

FEBRUARY 21, 2023

Demand for long term care is growing and advisors can differentiate themselves and deepen client relationships through modern approaches to long term care planning.

Insurance 320

Insurance Clients Planning 320

Wealth Management

JUNE 10, 2024

Corporation redemption obligation isn’t a liability that reduces the value of the decedent’s shares

Insurance 290

Insurance 290

Wealth Management

MARCH 18, 2025

How an agent should present the coverage choices to clients.

Insurance 234

Insurance Clients 234

Wealth Management

OCTOBER 31, 2024

Meant for non-licensed advisors, the new platform generates carrier-agnostic quotes and provides a digital application process.

Startup 290

Startup License Insurance 290

Abnormal Returns

OCTOBER 28, 2024

kitces.com) How long-term care insurance went away. (advisorperspectives.com) Advisers A plan for onboarding client service associates. 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)

Risk Tolerance 271

Risk Tolerance Retirement Financial Planning Consulting 271

Wealth Management

SEPTEMBER 11, 2024

With the election looming, it’s time to reach out to clients and start talking about the implications of sunset.

Clients 278

Clients Insurance Planning 278

Wealth Management

DECEMBER 4, 2024

This time, it’s a different kind of conversation.

Insurance 264

Insurance Planning 264

Calculated Risk

MARCH 14, 2025

This graph shows the nominal dollar value of Residential REO for FDIC insured institutions based on the Q4 FDIC Quarterly Banking Profile released this week. Note: The FDIC reports the dollar value and not the total number of REOs.

Insurance 191

Insurance Banking Numbers 191

Wealth Management

NOVEMBER 20, 2024

A sensible move for both the firm and its clients?

Investment Advisor 263

Investment Advisor Insurance Investing Investments 263

Wealth Management

APRIL 10, 2024

Estate planners should have a role in the overall risk management aspect of a client’s planning.

Insurance 279

Insurance Risk Management Clients Planning 279

Wealth Management

SEPTEMBER 8, 2023

The Jack Ma-backed fintech company will use its financial large language model to power two applications known as Zhixiaobao, which answers questions for customers, and Zhixiaozhu, an assistant for financial professionals.

Wealth Management 276

Wealth Management Insurance Management 276

NAIFA Advisor Today

DECEMBER 6, 2024

After earning a finance degree from Ball State University in Muncie, Indiana, Tyler Engelhaupt entered the insurance industry, initially seeking a case manager role with a focus on financial advising. Instead, he found himself in a sales position at Ash, where his career quickly flourished.

Insurance 98

Insurance Retirement Planning Financial Advising Retirement 98

Wealth Management

NOVEMBER 6, 2024

A matter of critical importance to the merely well-to-do.

Insurance 262

Insurance Assets Management 262

Wealth Management

MARCH 17, 2025

Tips on how to make posts on social media more effective in todays unsettled climate.

Insurance 260

Insurance Media 260

Wealth Management

FEBRUARY 5, 2025

Estate tax uncertainty may call for a more holistic approach.

Insurance 260

Insurance Taxes Marketing Marketing 260

Wealth Management

NOVEMBER 11, 2024

Agents need to get clients’ advisors involved. Here’s how.

Insurance 258

Insurance Clients 258

Wealth Management

NOVEMBER 19, 2024

Alter discusses the impact of the U.S. Supreme Court’s recent decision.

Insurance 245

Insurance 245

Wealth Management

SEPTEMBER 7, 2023

Also, GMO’s Nebo passes $1B in platform assets a year after launching, Finology Software’s website is now live and Focus Financial Partners is UPTIQ’s newest client.

Insurance Coverage 317

Insurance Coverage Clients Insurance Assets 317

NAIFA Advisor Today

MAY 13, 2025

He leads life insurance distribution strategies, focusing on expanding agent partnerships and enhancing customer experiences. Focusing on empowering independent financial professionals, he assists advisors in integrating life insurance into their practices as a vital component of comprehensive financial planning.

Insurance 52

Insurance Financial Consultant Distribution Financial Services 52

Wealth Management

NOVEMBER 19, 2024

Kaival Patel was previously convicted of charges stemming from a plan to collect commissions on falsely prescribed compound medications, according to the Justice Department.

Commission 278

Commission Medical Insurance Planning 278

Wealth Management

MARCH 20, 2024

Supporters and critics of the proposed rule are setting up discussions with the Office of Management and Budget, one of the last steps before the final rule will be revealed.

Budgeting 317

Budgeting Insurance Retirement Management 317

NAIFA Advisor Today

NOVEMBER 12, 2024

A recent study supported by the American Council of Life Insurers (ACLI), and conducted by economists Mark Warshawsky and Gaobo Pang, reveals that retirees could see better financial outcomes by incorporating annuities into their retirement income strategy, rather than relying solely on the traditional “4% rule.”

Retirement 138

Retirement Insurance Marketing Marketing 138

Wealth Management

MAY 28, 2024

The American Council of Life Insurers, the Insured Retirement Institute and Finseca are among the plaintiffs in the newest suit against the Labor Department’s rule. This is the second suit filed against the rule in Texas this month.

Insurance 298

Insurance Retirement 298

Wealth Management

MARCH 18, 2025

A life settlement may be an overlooked option.

Insurance 242

Insurance 242

Calculated Risk

FEBRUARY 28, 2023

The FDIC released the Quarterly Banking Profile for Q4 2022: Reports from 4,706 commercial banks and savings institutions insured by the Federal Deposit Insurance Corporation (FDIC) reflect aggregate net income of $68.4 The number of FDIC-insured institutions declined from 4,746 in third quarter to 4,706 this quarter.

Banking 360

Banking Insurance Numbers Assets 360

Wealth Management

JUNE 10, 2024

Former Fidelity Investments Life Insurance Company President Jerry Patterson will lead Cetera’s retirement, insurance and annuities segment.

Insurance 283

Insurance Retirement Investing Investments 283

Wealth Management

FEBRUARY 14, 2024

FP Alpha is transforming financial planning with AI-driven automation and scenario modeling, making advanced planning accessible and efficient for advisors and their clients.

Planning 267

Planning Insurance Financial Planning Taxes 267

Calculated Risk

JANUARY 15, 2025

Input costs also rose, with contacts highlighting higher insurance prices, particularly for health insurance. Contacts in most Districts reported modest increases in selling prices, though there were instances of flat or decreasing prices as well, particularly in the retail and manufacturing sectors. emphasis added

Economics 162

Economics Manufacturing Nonprofit Transportation 162

Nerd's Eye View

FEBRUARY 5, 2025

However, HSAs require individuals to be covered by a High Deductible Health Plan (HDHP), which has tradeoffs compared to traditional health insurance plans.

Accounting 234

Accounting Taxes Medical Healthcare 234