You may be dealing with clients who are drowning in credit card debt. Many who are in this situation may even want to borrow from life insurance to pay off debt. Your role as an advisor is crucial in ...

One area of our practice that’s gaining increasing attention is U.S. life insurance planning for foreign national clients with U.S. situs assets. These assets could be exposed to future gift and ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Somer G. Anderson is CPA, doctor of ...

WHITE PLAINS, N.Y.--(BUSINESS WIRE)-- Marsh McLennan Agency (MMA), a business of Marsh (NYSE: MRSH) and a leading provider of business insurance, employee health and benefits, retirement and wealth, ...

Gus Badra Agency, an independent insurance broker proudly serving clients in Ohio and Michigan since 2004, is thrilled to announce a substantial expansion of its insurance carrier lineup for 2026.

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 ...

From my earliest days in the insurance business, I’ve heard this refrain from skeptics: “Buy term and invest the difference.” That is, pay the lowest premium possible, and use the savings to pad your ...

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 ...

An integral part of the financial planning process is understanding what your client needs, versus what’s a nice-to-have. For example, a client who supports their family with their paycheck may need ...