Insurance

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.

Tightening regulations and digital innovations are among the most important issues facing distribution channels, executives say.

Caretakers for those with developmental challenges can feel lost when it comes to their financial options.

Many seniors who succeeded in retirement set their sights on becoming millionaires while they were young.

The right health insurance is all that’s needed to use this triple-tax advantaged savings account.

Clients will be better off using the income allocation strategy than the asset allocation approach when building a retirement portfolio, an advisor says.

Clients are advised to start looking for coverage in the marketplace, which will be open for 2019 enrollment from November 1 through December 15.

In some cases, amassing a large IRA can have unforeseen negative consequences, including higher Medicare costs. Here’s how Roth conversions and other strategies can help.

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

The firm’s largest investors have already been in talks about strategic options, according to people familiar with the matter.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

The program will give CPAs a new way to gain the institute's PFS credential — as well as provide other educational opportunities for non-CPAs.

The health-care program for the elderly and disabled covers about 58 million Americans.

The gap for brand-name prescription drugs for Medicare beneficiaries is likely to narrow down to 25% of drug costs from the scheduled 30% next year.

The asset manager is expected to make the payout after it finalizes the sale of its insurance unit to Phoenix Group.

The industry research organization LIMRA sees reasons for optimism despite flat overall sales figures in the first quarter.