A life insurance policy is a contract between an individual and an insurance company, where the individual pays regular premiums in exchange for a death benefit to be paid out to their beneficiaries ...

Discover why financial advisors offer life insurance as part of financial planning, benefiting clients by integrating insurance and wealth protection strategies.

If you have life insurance but no longer need the coverage, or you are looking for ways to make some cash, you may be wondering if you can sell your life insurance policy. Fortunately, selling a life ...

Many CPA firms now provide insurance and investment services to their clients in addition to core services. This can be an attractive avenue to growth that increases client retention and firm revenues ...

Presidential candidates like to float solutions to long-standing problems. Making those solutions stick is another thing altogether. When it comes to health care, the enactment of the Affordable Care ...

In today’s complex business landscape, advisors play a vital role in guiding business owners through critical transitions, and succession planning is paramount among business owners’ concerns. While ...

Cross-selling is a cornerstone of effective insurance sales, offering significant opportunities to enhance client relationships and meet critical needs. One such opportunity that often gets overlooked ...