Life

Back-to-back annuities make a comeback

Annuities, those age-old stalwarts of longevity planning, have been popping up on the investment radar with some gusto recently, propelled by recent financial terrors and a renewed interest in consistent, reliable gains versus flash-in-the-pan returns that often quickly evaporate.

By Raf Brusilow |November 21, 2011

3 min read

Risk brings clients back to insurance

There's nothing like good a dose of market volatility to focus the minds of clients on risk management. While there are limits to the amount of protection you can place on their investment portfolios, the risks in their overall financial plan can be addressed with insurance.

By Raf Brusliow |November 18, 2011

4 min read

Make insurance pitch a family affair

Most people don't like talking about insurance. Whether it’s a life policy, critical illness or long-term care, the discussion revolves around topics most people want to avoid. Now think about the discussions around insuring children.

By Staff |November 14, 2011

2 min read

Insuring children

A challenging part of an advisor’s job is discussing two topics people least want to discuss: illness and death. Starting a conversation with clients about insuring their children is even more difficult.

By Judy Williams |November 8, 2011

9 min read