Insurance

In a panel discussion, three financial advisors explained why the products are often misunderstood and how to assist clients in evaluating their policies.

Real interest rates, which protect from inflation, have fallen in recent years, making it more expensive to finance future spending, Allison Schrager writes.

A barred broker’s alleged version of the “infinite banking” strategy recommended that clients liquidate their 401(k)s or IRAs to buy variable annuities.

The products have seen a 9% rise compared to the prior quarter, and a whopping 89% rise on year-ago levels, according to LIMRA data.

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.