Securing life insurance for a client is an important part of the planning process. However, as advisors, we can do a poor job of ensuring clients feel empowered and confident when placing coverage.

We recommend that clients review their life insurance policies every year,” he says. “Life circumstances change—people buy homes, start businesses, have children—and their life insurance ...

Once, when Gasper helped a diabetic client apply for life insurance with multiple carriers, one insurer offered a rated policy, and another offered a standard policy with savings. “For a person who’s ...

ATFX is pleased to announce the launch of the ATFX Client Funds Insurance. This comprehensive insurance policy assures the safety and security of client funds up to USD 1,000,000 per Claimant ...

The company complied and wired $250,000 to the spouse. Zager said it is difficult to not get involved in clients’ personal lives. “The barrier between business and friendship came down a long ...

Marsh, the world’s largest insurance brokerage, said that dozens of its clients are preparing to file claims in the wake of a global computing outage that disrupted airlines, banks and ...

Once, when Gasper helped a diabetic client apply for life insurance with multiple carriers, one insurer offered a rated policy, and another offered a standard policy with savings. “For a person who’s ...

CARLSBAD, Calif. (CNS) - A former insurance agent who pleaded guilty to stealing more than $220,000 from his clients, including a late prominent art dealer and philanthropist who lived in Carlsbad ...

Learn how Brenton Harrison, Founder of New Money New Problems and Investopedia Advisor Council member, is guiding his clients through the life insurance planning process.