The Assets: Insurance planning

Self-Insuring for Long-Term Care: Is It Right for Your Clients?

November 29, 2022No Comments

Self-insurance makes sense for many investors, but not necessarily all of them. These steps will help you determine the right path for your clients.

Securing Financial Security for Single Women

November 29, 2022No Comments

Clients in similar-looking situations may have very different needs. These case studies can help you differentiate how best to serve your clients.

Lawsuit Reveals the Big Money, Competitive World of Life Insurance Agents

November 18, 2022No Comments

An agent said he lost $1.58 million after New York Life fired him over a case involving a replacement annuity. The abrupt termination aimed to prevent him from moving clients to Ameriprise, he claims.

These Maps Show the Largest Insurers in Every State

November 14, 2022No Comments

Northwestern Mutual edges out competitors in the most states.

Focus Financial Sticks to 2025 Growth Targets Despite Market Headwinds

November 4, 2022No Comments

The firm aims to have 125 partner firms and about $4 billion in revenue by 2025.

Auto Insurance Rates Set for Mid-Teens Price Hikes in 2023: Provider

October 26, 2022No Comments

Travelers, a top 10 personal lines carrier, is offering new details on how it will seek to improve underwriting results in the volatile private-passenger auto insurance market next year.

Carriers That Took Top Billing in Forbes’ Survey of Best Insurers

October 25, 2022No Comments

The business publication ranked insurers on satisfaction with financial advice, customer service, transparency and other criteria.

Fewer People Own Life Insurance, as Industry Frets over a Solution

October 24, 2022No Comments

To reach the uninsured half of the population, insurers may need to customize products for lower-income customers.

Satisfaction with Life Insurance, Annuities Drops After Purchase: Survey

October 19, 2022No Comments

Satisfaction with such products has dipped following an uptick during the Covid-19 pandemic, J.D. Power found.

Voya Unveils One-Stop Financial Check-Up Service Geared at Workplace Clients

September 20, 2022No Comments

The new platform, myVoyage, will also let users see their accounts from third-party providers and receive “holistic” financial wellness support, according to the firm.