Shifting Sands: Coronavirus, Regulatory Changes and the Insurance Business
A financial planner of our acquaintance, suffering a bit from e-cabin fever induced by the long New York lockdown, was lamenting...
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Hedge Now: Tax Hikes Likely in Coronavirus’s Wake
How much has the coronavirus outbreak cost the US federal government? Hard answers are in short supply – ideology and politics...
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Create a Safe Destination for Company Cash Reserves
The COVID 19 pandemic has served up a number of lessons for us all, with some of these lessons coming at great cost. This is a...
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Low Interest Rates Lead to a Surge in Estate Planning: Leverage a GRAT to Transfer Assets to Heirs on a Tax-Advantaged Basis
It’s said that every dark cloud has a silver lining, and even the COVID-19 pandemic has managed to engender one benefit. Namely...
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Advisory Expertise: Aiding Clients Worried About Unemployment
In the US, the coronavirus crisis has deeply undercut a formerly burgeoning economy. Millions of Americans have filed unemployment...
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Scrapping the Old Plans: Insurers Grapple with the Corona Crisis
Military leaders follow an old aphorism, trenchant and transferable to most walks of life. It runs like this: no plan survives...
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Coronavirus Pandemic Accelerates Evolution in the Insurance Industry
Once upon a time, buying a life insurance policy involved a lengthy and complicated underwriting process. At worst, it could take...
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Seeing Your Way to Boosting Video Engagement Among Your Audience
As most of us shelter at home, laboring to keep the family out of the frame for business-related Zoom calls and waiting to return...
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Rising Demand for Wills and Planning in the Coronavirus Epoch:
An old colleague rang up from overseas for a catch-up call last week. He’s changed since the old days, has become better balanced...
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A Crisis of Decision: What to Do When the Old Rules Don’t Apply
There’s a bit of wisdom positing that generals tend to prepare for the last war. People in all endeavors are vulnerable here: while...
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The Home Videoconferencing Setup For Financial Advisors
The ongoing coronavirus pandemic has brought on strict social-distancing measures around the world. Forced to work from their home...
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Corona Crisis: Estate Planners Adjust to Working from Home
Estate planners are among the luckiest of professionals forced to work in physical isolation by the global coronavirus outbreak...
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Work-From-Home Pro Tips From a Longtime Remote Worker
Before COVID-19 sent us all into lockdown, working remotely was already gaining significant currency among the modern workforce. In...
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Don’t Be Scared, Be Prepared: Short-Term Succession Planning Issues in the Coronavirus Era
In light of recent events, our team held an emergency e-conference to review our short-term succession plans. So far, we’ve escaped...
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A Guide to Thriving as an Advisor in the Time of COVID-19
At the moment, the entire planet faces high volatility in the financial markets, not to mention other challenges. In a world such...
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eResources to Navigate Life Insurance Logistics during Lockdown
There’s certainly nothing like a pandemic to bring one’s mortality into sharp focus. With each day bringing grim news of more...
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