Insurance

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.

Rents have increased an average of 3% annually over the 14-year time period of the study, while incomes have declined .1% annually.

Most say they’d still consider investing even if they discovered issues with sexual harassment.

These products get a bad rap, but they can be useful in certain situations. However, advisors must make sure their clients aren’t losing money from sky-high expenses.

Medicare premiums will increase for high-income retirees because of the change in the income brackets that will serve as basis for determining these premiums for their Part B and Part D coverage.

The effects are looking like "every other much-hyped tax cut of the past three decades.”

The bank’s financial advisors and licensed bankers will continue to offer insurance services through the many insurance carriers Regions works with.

The products have grown in popularity after undergoing significant changes in recent years.

The private equity firm’s credit arm grew significantly with the addition of a new insurance platform and an energy investment management unit.

Many are unaware that they are responsible for a majority of their medical expenses, aside from premiums and coinsurance costs.

Fraudsters call seniors and get them to provide their Social Security number or pay a "processing fee" for the new Medicare card.

Advisors should conduct a comprehensive suitability analysis before initiating 1035 exchanges.

Debt is back on the rise, this time led by government.

There can be substantial penalties for those who are late to sign up, but when exactly is that deadline?

Contributing $300 a month to a 401(k) over 40 years with an average 7% return will result in more than $700,000. So the benefits are there, but do your clients know the details?

IBDs and regional firms are making the biggest changes, but RIAs have room for growth as well.

Retiring at a time when the market is down is the biggest risk that investors will face. Here’s how to minimize the impact of a market slowdown.

The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.

The new exec fills a position that has been open since its last chief of insurance left the post in October.

Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.