The Summit, N.J.-based marketing group was one of the first to seek scale with an aggressive growth plan conceived in 2016. The company is full speed ahead in year eight, CEO and President Bruce Donaldson says.
Cash value life insurance can be used as an asset in a diversified investment strategy or as a hedge in an investment plan.
Medicaid applicants can protect their countable individual retirement account by transferring it to a Medicaid-compliant annuity.
It’s important to create policies and products that address issues that are specific to women.
The observance of Women’s History Month in March is one reminder of the many ways women in the U.S. have a history different from men’s.
Two experts on email etiquette give tips on how to keep from becoming an email “stalker.”
An active social media presence can help advisors build deeper connections with clients and prospects.
Your employer clients have several tools to help their workers plan for long-term care.
How a Nevada incomplete gift non-grantor trust can help those who want to sell their business maximize value in a tax-efficient manner.
Presenting yourself as a professional comes with a duty and an obligation.
Can politics and posturing be put aside to work for the common good? Gianno Caldwell believes the answer to that question is “yes.”
U.S. households that adopt five financial wellness behaviors build more wealth than other households, according to a research report by Hearts & Wallets, which has been tracking these behaviors.
While insurtech primarily has focused on the top-level needs of the insurance industry, a North Carolina company says it has automated the cumbersome and time-consuming process of obtaining probate surety bonds.
Total U.S. single premium buy-out sales were $48.3 billion in 2022, up 42% from 2021 results, according to LIMRA’s U.S….
Variable universal life offers both powerful and flexible solutions for those willing to absorb potential market volatility risk.
Why the U.S. could be in a brief recession characterized by negative demand and a continued tight labor market.
Eliminating or capping the employer tax exclusion could be disastrous for the employer-based health insurance market, forcing many employers to exit the market, says NABIP.
Use the provisions of SECURE 2.0 to open a conversation and answer prospect questions.
Despite the high rates of failure and litigation, relatively few small business and start-ups carry business insurance, according to recent polls. Two insurtechs – LegalZoom and Counterpart – are forming partnerships to take advantage of this lagging market.
