insurance providers

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  Top 10 Retirement Income Providers in Thought Leadership

  By Michael S. Fischer  |  February 5, 2013

  Retirement income providers that demonstrate their leadership position and help advisors manage and invest for income will have a leg up on the competition, according to a study by Cogent Research.

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  Universal Life Insurance Premiums May Rise Under NAIC Approach

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  March 12, 2012

  An approach adopted by a National Association of Insurance Commissioners group would require insurance companies to adjust asset reserve levels associated with UL insurance products, and any increases in the requisite reserves would likely result in a corresponding rise in premium levels.

• Special Needs Clients Offer Special Challenges

  By Marlene Y. Satter, AdvisorOne  |  October 17, 2011

  Planners with clients who have special needs family members may sometimes feel overwhelmed by the complexities of providing for their future. Or they may make errors in provisions designed to protect a special needs client that can cost the family—and the planner, too—down the road.