If you’ve ever wondered if advanced planning is a niche problem or more institutional in nature, consider this: Those who specialize in planning say that they’re not doing it nearly enough as they ought to be.
Continue

The changes that happen over a year are important to reflect on, and perhaps no where is this more true than when it comes to your life insurance policy and what adjustments need to be made as a result.
Continue

Life insurance is one of the arenas where technology has helped the industry move forward, and in the coming years, experts within the profession believe that there’s much more in store, a recent poll discovered.
Continue

Forty percent of financial advisors say their business owner clients haven’t prepared for who will take over for them upon retirement. 
Continue

Based on a recent survey, when it comes to getting paid, there’s never been a better time to be in the health care industry, paving the way for more high net worth clientele.
Continue

Nearly three-quarters of businesses currently in operation offer 401(k) benefits or something similar to workers, a new study shows.
Continue

Based on a newly released study, women would be particularly well advised to retire later, as the benefits tend to be more significant than men who delay when they exit the workforce for good.
Continue

Application volume for individually underwritten life insurance in October slipped slightly, down 0.9 percent from the corresponding period last year, data from MIB Index showed.
Continue

Nearly 70 percent of entrepreneurs have less than $100,000 saved toward retirement, according to the results of a newly released survey conducted by BMO Wealth Management.
Continue

In a recent poll conducted quarterly by EatonVance, 1 in 4 advisors point to the race for the White House as the issue that they think about the most.
Continue