Anna Baluch is a finance reporter and writer with more than a decade of experience. Contact her at anna.baluch@innfeedback.com
How can advisors best help clients understand the benefits and drawbacks of surrendering an annuity contract?
A strong first meeting helps clients organize information and lays the groundwork for a personalized, realistic retirement plan.
Advisors should understand the value of flexible annuities, especially for clients who want good returns while saving for specific financial goals.
While guaranteed income remains important, principal protection, growth opportunities, and other goals are also top priorities.
California is pushing for greater transparency in its insurance market with a bill that gives consumers more insight into rate proceedings.
Serial entrepreneurs, or those who own more than one business at a time, are more common than you think. In…
Now that U.S. debt has reached $40 trillion, some clients may be concerned about its impact on their retirement portfolios.
Remarriage alone usually isn’t a reason to replace an annuity. The real question is whether the goal for the money has changed.
For homeowners and their advisors, a quiet storm season provides an opportunity to review coverage, make adjustments.
A client moving to a new state should unleash a series of insurance and financial reviews to make sure coverage and planning remain intact.
Sixty percent of retirees in the Employee Benefit Research Institute’s 2026 Retirement Confidence Survey said they retired before age 65.
Advisors should be thinking not about whether clients can afford a loss, but whether they want to absorb that loss.
Life insurance can play a key role in a client’s financial plan, offering a source of liquidity that doesn’t depend on market conditions.
How can advisors best help clients understand the benefits and drawbacks of surrendering an annuity contract?
A client’s insurance needs can change at any time for a wide range of reasons. Advisors need to be alert and ready with solutions.
When a client expresses interest in a life insurance loan, an advisor must clearly lay out the pros and cons.
Advisors say their clients deserve a clear picture of what their policy covers and what it does not, and why that information matters.
Many individuals prefer texting for both personal and business purposes, so advisors are likely to receive texts from clients.
Clients often delay a life insurance purchase because they think they’re too young and too healthy to need it.
The most significant gap that tends to emerge when adult children take over their parents’ finances is long-term care and other related health care expenses.
