Insurance

The trade group launched the program in April, offering advisors and their teams and families coverage “at a fraction of the cost.”

Policies held in grantor trusts would be subject to estate tax under Democrats’ plan, the latest blow to wealth management for the affluent.

Any type of unreimbursed long-term care expense, be it for a mental or physical impairment, can completely ruin a client’s personal and retirement plans.

Form CRS was supposed to clear things up, but it’s made things worse, a fiduciary critic says.

The new platform aims to be a place for advisors to access a digital marketplace of insurance and structured products.

Even professionals such as accountants and attorneys who may serve as trustees are unaware of the numerous risks that life insurance policies carry.

Using private placement life insurance to avoid taxes is getting more popular, some financial advisors say.

With Intelliflo, the insurance giant hopes to expand agents’ ability to offer wealth management and financial planning.

Its parent seeks to support more holistic planning by combining it with two other subsidiaries.

The firm’s head of advisors says implementation required significant additions and enhancements.