When Are You the One to Call?
What You Need to Know Talking to people who have never heard of you is direct marketing. Branding creates a...
life insurance
Will Climate Change Send Life Insurers' Real Estate Assets Up in Smoke?
What You Need to Know Life insurers have about $1 trillion in real estate-related assets. FIO wonders what floods, wildfires...
Is Life Insurance Considered an Asset?
Is The Life Insurance Death Benefit Part of Your Estate? Life insurance can be used to create an immediate estate...
Raymond James Names New Head of Advisor Inclusion Networks
Raymond James appointed Samantha Trebesch to be the new head of its Advisor Inclusion Networks as she takes on an expanded role...
7 family-friendly games to play in the pool this summer
Sure, you might be happy to float aimlessly in a swimming pool, potentially with a beverage in hand, your kids...
Brookfield Re Makes $4.3B Offer to Buy American Equity
What You Need to Know American Equity helped create the modern U.S. indexed annuity market. In May, Brookfield Re and...
UBS Plans to Cut Over Half of Credit Suisse Workforce
While UBS had originally planned to keep the top 20% of dealmakers, in particular those focusing on technology, media and...
How to cover expenses before a life insurance payout arrives
Nobody wants to deal with financial stress after the death of a loved one. While most life insurance policies are...
Ignore These Advisor Succession Trends at Your Own Peril
What You Need to Know A lack of succession planning by established financial advisors is emerging as a serious issue...
The Longevity Gap and Life Insurance Settlements
What You Need to Know Biology seems to cause some of the difference. Societal pressure may also play a role....
