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

Many misconceptions surround life insurance — by clients, financial advisors, and agents alike. Financial advisors can help communicate the versatility of life insurance to their clients and help them ...

In recent years, cataclysmic natural disasters across the U.S. have been not only tragic but expensive. Hurricanes Debby, Helene and Milton, which pummeled the Southeast in 2024, caused roughly $5.4 ...

New integration brings insurance into the financial planning conversation By embedding verified P&C policy data ...

There was a time when mastering your product, being organized and keeping appointments was all it took to win as an advisor. But in 2025, that’s just the baseline. Today’s top performers aren’t ...

This year’s Heckerling conference featured a special session, “From Soup to Nuts: Life Insurance Fundamentals – Risks and Products, Income and Transfer Taxes,” a life insurance panel featuring Donald ...

I’m 63 and have been on Social Security disability since 2008. My wife, also 63, stays home to care for me. We’re in poor health and were denied or quoted high rates for long-term care insurance in ...

As a certified financial planner and career firefighter, I spend a lot of time expecting the best and preparing for the worst. Preplanning for life’s curveballs is like preparing for the fireground—we ...

Here are financial experts' tips and alternative strategies for getting long-term care insurance in your 70s.