Insurers Facing Major Long Term Care Policy Payouts
US insurance providers will soon need to make substantial payouts to customers who purchased long-term care policies, which provide...
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Expert Warns of Wealth Management Pitfalls
The author of our linked article recently attended the Financial Engineering Institute’s Fall Family Wealth Conference in Florida...
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Lifting the Veil on Underwriting
Our featured writer is trying hard to maintain his patience. Regrettably, he says, clients tend to fixate on trivialities and have...
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The Key to Unlocking Next Generation Money
In the world of private banking, younger clients are exhibiting very different behaviors from the wealthy parents. In addition to...
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Can the Alzheimer’s Biomarker Lead to ‘Insurance Discrimination’?
Biomarker tests are used by doctors to identify changes in the body that might not yet be apparent to the patient under scrutiny...
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How the Wealthy Can Benefit from Today’s Gift and Estate Tax Regime
How did Donald Trump get so darned rich? He’s been telling the tale for decades: by dint of intelligent application, hard work and...
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How Does the New Tax Law Impact Your Estate Plan?
We’ve been hearing about the Tax Cuts and Jobs Act of 2017 (TCJA) since last December, when it was signed into law. But how has the...
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Life Settlements Increase Financial Stability for Seniors
In the insurance business, it’s well known that aging Americans are facing a shortfall in providing for their retirement years...
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Takeaways from October’s Bumpy Ride in the Market
October is well known to be a volatile month for the markets, and last month’s performance drove home this point. In fact, October...
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My Lottery Heartbreak: How Powerball Winning Can Hurt You
Normally we don’t like any argument that features the words, ‘admit it’. They’re usually followed by seemingly delectable but...
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The IRS Statute of Limitations and Its Exceptions
Even the most honest taxpayer shares this nightmare: what if I made a mistake on my return? Perhaps my advisor misinterpreted an...
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What to Do If a Client Missed the Tax Amnesty Deadline
We are already well-past the September deadline for reporting overseas assets to the IRS. Fortunately, there are still options...
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Hybrid Life Policies and Long-Term Care
In the life insurance industry, policies aimed specifically at providing long-term care are in decline. Clients find them too...
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Why Financial Advisors Should Sell Life Insurance
Plenty of financial advisors sell life insurance to their clients. For some observers, this represents a culture clash, if not an...
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Cares in the World: LT Care and the Wealthy
Aging, the great leveler. Wealth can protect you from a host of life’s cares (little troubles the slumber more than an empty...
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RIAs Have a Few Mistaken Ideas About Annuities
Traditionally, registered investment advisors have considered the insurance industry as a tribe existing beyond their city walls –...
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