Insurance

The LPL and Private Advisor Group financial advisor serves on the Connecticut Autism Advisory Council, and he’s an expert in disability planning.

Permanent life insurance has a bad reputation. Here’s what financial advisors think about its potential for retirement planning if taxes rise under Biden.

It's typical for wealthier customers to have the wrong level of coverage.

The broker allegedly spent his client’s money on luxury items then pivoted to a Medicare fraud scam a couple of years later.

With few areas of growth in 2020, insurers are focusing on burgeoning RILAs and finding more distribution channels, experts say.

Sammons is trying to solve the longtime question of how best to combine planning with certain products through technology.

The investment plays on a trend, “which is the blurring of the distinction between traditional insurance products and wealth management products.”

With 350 firms on its client roster, the acquisition of Flourish gives the insurer a springboard into the independent advisor market.

From COBRA premiums to long-term care, there are surprising uses for funds in these tax-advantaged accounts.

The low interest rates pushing down sales across most fixed and variable lines are also boosting certain products.