Insurance

Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.

Evacuating floodwaters with his pregnant wife, two children and a “very angry cat,” an advisor gets a personal reminder that the people he serves are a lot more than just names and numbers.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

Certain laws may require them to maintain the coverage with their former spouse.

What clients don’t know could cost them hundreds of thousands of dollars.

The products protect clients against losses, but significant caveats emerge in the fine print.

Congress may have a difficult time closing tax code loopholes that benefit households more than corporations, an expert suggests.

Planning may help high-income seniors avoid paying up to four times the going rate for Part B and Part D coverage.

The right strategy can save clients thousands of dollars, although the options are complicated.

Help could be on the way for retirement-age clients asking prickly questions about coverage options.

High-earning seniors are advised to carefully plan when they file for Social Security benefits.

Beneficiaries owe no federal tax on collected payouts after the policyholder dies.

The bank derives 15% of its revenues from insurance but it has set a long-term target of getting that to 20%.

Health savings accounts are not only for funding immediate medical needs. They offer three distinct tax benefits that make them a powerful form of retirement savings.

The firm says the new platform will make it faster and easier for advisers to find and purchase insurance coverage for their clients.

Many people plan to have an active lifestyle in retirement, but are not engaging in activities to stay fit.

For the first time in his 30-year career, columnist Bob Veres is starting to hope the sector may catch up in the areas of trust, transparency and a fiduciary mindset. A promising new app is helping him get there.

Seniors are advised to sign up for Medicare when they are about to reach the age of 65, or they face a hefty penalty for the rest of their golden years.

Here’s one reason why beneficiaries should consider setting up a life estate.

10 planning strategies from analysts and experts.