Insurance

These four experts can help you address any client situation.

Financial advisors can still be held liable for violating impartial conduct standards even though the fiduciary rule has been delayed until 2019.

Most Americans would prefer to age in place, but sometimes the costs make it impractical. Here's how to help.

In September, the inflation rate was 2.23%, slightly higher than the proposed Social Security increase. So realistically, recipients "will not be better off at all."

Tax cuts today will increase deficits and future retirees will bear the brunt in reduced Medicare and Social Security benefits, according to one expert.

When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.

Wholesalers have taken a new tack for a group leery of sales calls, regulation and litigation.

High-yield or junk bonds, equities, and real estate investment trusts are excellent investment options for IRAs.

The tax cut proposal would not benefit retirees because most of them either owe no federal income taxes or face a modest tax burden.

Few Americans have coverage today even though most will need it after they turn 65, LIMRA says.

What — if anything — should an advisor do if a client is abusing illicit substances?

The practice joined Triad Advisors after at least 25 years with its former IBD.

Under the rules, seniors face a tax liability for HSA contributions if they carry health coverage other than the high-deductible policy.

When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.

The bank completed the acquisition of a local insurance agency without the executive hired to grow the bank's insurance business.

Planners should ask if and how they ingest the drug when looking for a life insurance policy.

Seniors might get the policy again if they decided to drop it, but the rules "aren’t really super specific about what should happen in this situation,” one expert says.

Clients could save significant money when they need it most.

When hit with an increase, clients are urged to pony up but reducing benefits and terminating policies are options too.

Retirees can change their Part D prescription-drug plans, Advantage plans, and/or switch from traditional Medicare to Medicare Advantage during open enrollment, which ends December 7.