Insurance

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.

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

Despite a sales dropoff, experts forecast growth from product innovation and latent demand.

Clients should not assume that Medicare will cover all their medical expenses, or that they'll see a decrease in their expenses after they retire.

A new breed of combination life insurance and long-term care products is making it easier for middle-income Americans to secure coverage.

Here’s how advisors are replacing traditional methods.

Newer hybrid products are popular, but they can be expensive.

Advisors are in trouble if they neglect a client’s health needs.

With damage from hurricanes Harvey and Irma clocking in at more than $150 billion, will funds with high exposure to property and casualty insurance take a hit?

The advisory firm knew the drill, but the storm still threw them for a loop.

The firm joined a handful looking to researchers on aging to help bolster their offerings.