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

Term life insurance is generally the most cost-effective option for covering temporary financial obligations with life insurance, like a mortgage or your child’s college education. The average monthly ...

Consumers can buy two types of life insurance: term or permanent. The latter category includes whole life and universal life. Term life insurance is generally the best option for most people since ...

Life insurance provides many American families with an important financial safety net. The life insurance industry is large, ...

I'm currently 40, and my existing 20-year term policy for $250,000 will expire at age 53. I also have about $100,000 in ...

While Life Insurance Awareness Month (September), may be ending, that doesn’t mean this sometimes misunderstood financial planning resource is any less important. In fact, this multifaceted financial ...

“Unless there’s a need for liquidity, we don’t want our clients putting money into permanent life insurance. We want that money here as assets under management.” I first heard that said over 30 years ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a fi ...

Michael Kazanjian is the head of insurance overlays at Fiduciary Exchange LLC (FIDx), where he leads the strategy, growth and execution of the firm’s transformative insurance overlays business.

Understand what a 1% advisory fee offers, how it compares to DIY investing or robo advisors and when it might be justified ...

Travel insurance has changed over the past decade, and with it, the role of the travel advisor has evolved. The health and well-being of customers have always been top-of-mind but doing it well in the ...