Risk Management

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  Wrapped Up in a Blanket: Pros and Cons of Family Blanket Policies

  By Kathleen Tierney, Chubb  |  March 17, 2013

  Family blanket policies can provide great peace of mind, consistent coverage and flexibility for HNW families, but know their limitations, like spread of geographic risk.

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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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  Roubini: Minimal Growth ‘at Best’ in 2013

  By John Sullivan, AdvisorOne  |  March 8, 2013

  The legendary bear says tax hikes on wealthy Americans and government spending cuts will have a severe impact on economic growth in the United States this year.

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  AIG Back in the Mortgage Business

  By John Sullivan, AdvisorOne  |  March 6, 2013

  In a stark reversal of “no second acts in American lives,” AIG announced on Wednesday that it’s decided to rejoin the mortgage world.

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  Jackson Launches Two New Thought Leadership Venues for Advisors

  By Gil Weinreich, AdvisorOne  |  March 6, 2013

  Jackson is the most recent company throwing advisors a “thought leadership” lifeline—ideas, strategies and tools advisors can presumably use to build their businesses.

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  Protecting Life Insurance Beneficiaries From a Windfall

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  March 5, 2013

  Do your clients want to control how their beneficiaries get death benefits? A new trend in product offerings may be of service.

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  Busting the Risk Myth of Women and Investing

  By Michael Finke  |  February 22, 2013

  The perception of the “fairer sex” as less willing to tolerate investment risk fits well with common stereotypes. But there’s more to this story.

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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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  Lessons From Sandy: Are Your HNW Clients Prepared for a Home Loss?

  By Tony Guerrerio, ACE  |  February 20, 2013

  As the cost of living skyrockets after losing a home, policies from mass-market carriers can fall short of providing HNW families with any sense of normalcy.

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  8 Experts’ Investing Tips From Tiger 21 Conference

  By Michael S. Fischer  |  February 15, 2013

  What financial experts told the ultra-wealthy members of Tiger 21: The Dow has been on a tear, but don’t relax. There’s still a lot to worry about.