Insurance

Those concerned about financial shortfalls in old age may want to consider selling their whole life policy. Here's how advisors can help.

The startups competing at XY Planning Network's fintech competition say they're solving RIA practice concerns that the industry has failed to address.

NAPFA’s chairman sees an “untapped market” opening up.

High-net-worth clients can bump into income limits when it comes to making Roth IRA contributions, but they can find other tax-saving strategies to save for retirement.

Many older Americans are now facing hefty life insurance premiums due to dwindling interest rates. Many seniors are sitting on a "ticking time bomb."

Among current retirees, the numbers aren't much better: 60% of them have not calculated how much health care costs impact their savings.

Advisors to the ultra-rich are upgrading strategies for wealth transfer and philanthropic planning.

While proceeds from life insurance are not subject to income tax, there are other taxes that will apply. But there are steps to take to avoid those liabilities too.

Always check and update the beneficiary forms.

Advisors must be wary of “making permanent decisions based on a temporary law,” an expert says.