insurance agents

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  Premium Care: Why Specialty Insurance Carriers Make Sense

  By Marlene Y. Satter  |  April 29, 2013

  When the financial crisis hit, consumers trying to cut expenses turned to cheaper homeowner’s policies from standard carriers. However, when Hurricane Sandy arrived, some who lost homes and possessions found that economizing might have been penny wise but pound foolish.

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  Newly Wealthy Often Overpay to Be Underinsured

  By Michael S. Fischer  |  March 12, 2013

  They often fail to adjust their insurance programs as they accumulate wealth, according to research released Tuesday by ACE Private Risk Services.

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  Trusts and LLCs: Smart Ways to Transfer Wealth and Risk, but Mind the Details

  By Kathleen Tierney, Chubb  |  February 21, 2013

  There are many intelligent reasons to transfer high-value assets to a trust or LLC, but there’s a devil lurking in the details, specifically the insurance considerations.

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  Are All Your HNW Clients’ Assets Disaster-Ready?

  By Kathleen Tierney, Chubb  |  January 15, 2013

  Recent investing decisions by the affluent, and increasingly unpredictable weather events, highlight the need to evaluate clients’ specific risks, and transfer these exposures via appropriate insurance coverage and financial limits.

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  What’s the Difference? IMCA Defines Wealth Management vs. Financial Planning

  By Michael E. Kitces  |  November 26, 2012

  Survey finds "wealth manager" is far more than just a fancy label for advice.

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  Clear as Mud: The CFP Board’s Blackbox Oversight Process on Ethics

  By Bob Clark, AdvisorOne  |  November 7, 2012

  In the digital age, the Board’s process in the Alan Goldfarb, et al., case just doesn’t cut it. And what’s up with The American College piling on?

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  Is the CFP Board’s Umbrella Big Enough for an Advisory Profession?

  By Bob Clark, AdvisorOne  |  October 10, 2012

  What does the CFP Board really want to be when it grows up? An organization for professional financial advisors or a certifying body for securities salespeople?

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  Top 10 Investor Threats for 2012: Some New, Some Old

  By Melanie Waddell, AdvisorOne  |  August 24, 2012

  NASAA’s annual list of financial products and practices that threaten to trap unwary investors has been broken into two parts this year: new threats and persistent (or old) threats.

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  4 ‘Absolutes’ for Successfully Connecting With Clients

  By John Sullivan, AdvisorOne  |  July 20, 2012

  "What is the No. 1 indicator of success?" marketing executive Maribeth Kuzmeski asked attendees at the Cambridge Women Advisors Forum in Denver.

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  Note to LIMRA: Marketing Research by Any Other Name...

  By Bob Clark, AdvisorOne  |  July 19, 2012

  Looking underneath the headlines at the findings of LIMRA's study on retirement planning by investors with and without an advisor.