Merit Financial Advisors has struck a deal with Prizm, a digital insurance platform built for the personal-lines market, ...

Insurance may be the least understood and most underappreciated asset a client owns, even by financial advisors. It certainly is the subject of a long and ongoing debate in the financial industry.

Clients may be reluctant to discuss insurance for several reasons. Insurance addresses difficult topics, such as death, disability and critical illness, that some clients would rather avoid. Other ...

Compare the best universal life insurance companies. We evaluated costs, coverage, customer satisfaction, and more.

In an evolving insurance landscape, risk managers face an uphill battle when discussing rising premiums with high net worth clients. The fear of initiating these conversations is not unfounded, as ...

When working with your clients to plan their charitable giving, it’s important to think about their entire financial landscape—and often, that might include life insurance policies. If you have a ...

Provide trusted guidance and peace of mind by partnering with a fiduciary-led team that ensures clarity in life insurance decisions For many professionals—whether you’re a CPA, CFP®, registered ...

Insurance availability is now influencing where high net worth consumers live and how they store their wealth.

There's an old adage: "What you don't know can't hurt you." Nothing can be further from the truth when it comes to the subject of life insurance for accountants advising their clients. Processing ...

I’m hearing more these days about agents encountering reluctance among prospects to meet and clients to move forward with planning and purchasing life insurance. Whether in the middle market or ...

Christmas 2021 was “particularly challenging” for business for Garey Bell, a Luxury Travel Advisor for Protravel International LLC in Westbury, N.Y. He had multiple clients traveling and many ...

Trucordia, a top 20 U.S. insurance brokerage, today announced it has acquired the assets of the Hecht-Stout Insurance Agency. This Dunlap, Illinois-based business has deep roots in the Peoria area and ...