The SEC's new ad rule creates more opportunities for advisors to build trust on the search platform, she says.
With two different Social Security benefits available, calculate the optimal time for each spouse to claim.
Here's what advisors should know about tax deductions for expenses like travel, meals, education and home offices.
Year-end planning is especially crucial this year as a number of potential tax and retirement changes loom.
When it comes to claiming Social Security after remarriage, rumors and myths abound. Let's unpack some of them.
The IRS just released inflation adjustments for more than 60 tax provisions, including estate and gift tax exemptions.
A highly rated carrier can be a great source of comfort in a complicated world.
The company would issue new, relatively low-risk LTCI products with help from a reinsurance partner.
Care recipients surveyed said their LTCI coverage pays an average of one-third of their care costs.
LTCI issuers are now helping almost 300,000 Americans pay for care.
It's Long Term Care Awareness Month. Disability insurance can help with that
So, what do you actually know about commercial annuity benefits and, for example, withholding?
Physician and advisor Carolyn McClanahan outlined how advisors can help with long-term care decisions.
Here's a column you can savor.
The ultimate reward policyholders get for protecting themselves against risk may be wealth.
The oldest millennials are in their early 40s.
Here's what an often-mentioned annuity contract feature really does.
The past 20 months have been a harsh teacher.
A longevity specialist talks about why she thinks people will still live longer, in spite of COVID-19.
Some take a dog-eat-dog approach. You could give the dog a biscuit.
Although the plan faces congressional hurdles, advisors and clients should start making crucial decisions now.
An executive looks at a skill that's easier to name than to apply.
Ida, COVID-19 and the 20th anniversary of the Sept. 11 attacks are all showing why personal protection insurance matters.
Life insurance payouts and dividends can come with complex tax rules that financial planners should be aware of.
Here's what financial planners should know about the tax implications of long- and short-term care insurance.
Saying the wrong thing in critical situations can create distance, while the right response can build your relationship.