(Editor's Note: A monthly series introducing financial advisors to the importance of life and other insurance solutions, providing answers to client anxieties around personal risk.) I’m an insurance ...

From my earliest days in the insurance business, I’ve heard this refrain from skeptics: “Buy term and invest the difference.” That is, pay the lowest premium possible, and use the savings to pad your ...

As financial advisors, we are trained to be the steady hand on the tiller during a storm. But what happens when the storm feels different, and we are experiencing the same anxieties as our clients?

A desire for peace of mind is often what leads clients to seek a financial advisor. Inclement weather often presents a challenge to this peace, bringing potential harm to personal and financial ...

Life insurance is an integral part of an overall financial plan. Regular reviews can determine whether the policy is performing according to expectations and meeting the client's current financial ...

When working with your clients to plan their charitable giving, it’s important to think about their entire financial landscape—and often, that might include life insurance policies. If you have a ...

If you've got clients who are reluctant to buy travel insurance, here are some useful scripts, courtesy of Allianz Partners. If a client says, "My credit card will cover it," you might say, "Credit ...

In a world that moves fast and demands certainty, insurance often works quietly in the background – yet it’s one of the most powerful enablers of progress. Rob Worrell, CEO of Everywhen, reminds us it ...

But those who aren't careful may donate to less than reputable organizations, pay more than they need to in taxes or generally squander their altruistic instincts. Advisors who have experience with ...

Insurance companies are an important client base for private-equity giant Blackstone. Blackstone uses insurers' balance sheets to lend private credit, a strategy used by other PE firms. Here's how ...