Kitces: To Serve Clients More Efficiently, Think Beyond the Obvious
What You Need to Know Michael Kitces urged advisors attending the EDGE conference to think outside the box when dealing...
life insurance
IBLOC 101: Insurance-Backed Lines of Credit
However, because of its low-risk properties, clients tend to use IBLOCs for fast liquidity needs like real estate, taxes, student...
Does Being Transgender Affect Life Insurance Rates
Please note the statements are the responses of underwriters at some of our life insurance companies and do not reflect...
Moody's Scopes Out the Hot Summer Life and Annuity Fashions
The analysts note that the life insurers have about 70% of their assets in bonds. “Life insurers all benefit interest...
FRISS and Legentic announce partnership to better fight insurance fraud
Toronto, ON (May 31, 2022) – FRISS, the most widely implemented AI-powered fraud, risk and compliance solution provider for P&C...
The Best & Worst Firms for Personal Loans: J.D. Power, 2022
As inflation surges, more Americans are borrowing money to cover expenses. Americans have nearly $178 billion in unsecured personal loan debt...
Aon’s Reinsurance Aggregate Performs Well in 2021, But Challenges Lie Ahead
London, UK (May 27, 2022) – Aon plc, a leading global professional services firm, has announced the launch of the...
Merrill to Pay Clients $15M for Share Class Violations
What You Need to Know Thousands of clients bought Class C shares when Class A shares were available at substantially...
Which is better: Short, frequent workouts, or longer, less frequent ones?
Whether you love exercising, or consider it like a trip to the dentist — grueling, but necessary — you probably...
Pride Month: LGBTQ+ friendly investing
Just as there are funds and advisors that focus on the environment or racial justice, there are now ways to...
