How to Explain 11 Financial Planning Terms to Clients
Start Slideshow Every profession has its own jargon. It’s often similar to a foreign language. It allows one professional to...
life insurance
College Endowment Returns Rebounded in Fiscal 2023
What You Need to Know The institutions reported an 8% loss for the previous fiscal year. Asset allocation was the...
Are Clients Who Need Life Settlements Passing You By?
What You Need to Know Marketing to people with policies to sell is intense. The ads create awareness of the...
Transamerica Wins Long-Term Care Benefits Appeal
Transamerica sent an investigator to conduct surveillance in February 2019 and March 2019, then again in April and May of...
Berkshire Inches Toward $1T Valuation
What You Need to Know The conglomerate just posted higher operating earnings thanks to a jump in insurance underwriting profits...
Mapping cholesterol trends for life insurance applicants
High total cholesterol doubles the risk of heart disease, the leading cause of death in the United States. By narrowing...
Corebridge Still Bullish on Fixed Annuity Sales
The company reported a $1.3 billion loss for the quarter on $3.3 billion in revenue, compared with a $168 million...
Estate Planning Is 'The Next Frontier' for Advisors: Steve Lockshin
What else should be considered? The other part of estate planning is tax minimization. The legal profession is extremely manual...
LPL Facing SEC Fine as High as $50M Over Texts, App Use
LPL Financial is facing a fine from the Securities and Exchange Commission of up to $50 million over its lack of compliance...
Ex-Broker Hit With Reg BI Fine, Suspension
From July 2020 through November 2021, Malico recommended to one of his retail clients at Network 1 a series of...
