Life

Underwriting HNW insurance clients

Health, lifestyle, travel and financial challenges make the process of underwriting insurance for high net worth (HNW) clients more complex than for middle-income earners.

By Al Emid |April 19, 2011

4 min read

The importance of insurance for seniors

Did you know there are at least half a dozen reasons for people who are retiring or seniors to buy or continue to carry life insurance?

By Helena Smeenk Pritchard |April 18, 2011

4 min read

Buy-sell insurance can be a tough sell

Nearly every advisor will admit they are looking to land the investment portfolios of high net worth clients, but despite this focus the market remains underserved on the insurance side. “There are more clients that are willing to write large cheques for big insurance policies than there are advisors out there willing to ask for […]

By Al Emid |April 4, 2011

4 min read

Faceoff: Whole life or universal life?

This month’s features an insurance debate between whole life or universal life. The debate was moderated by Dean DiSpalatro and Vikram Barhat. Universal Life Subject: Brett Simpson, chairman of Rogers Financial Group and a trustee for the Institute for Advanced Financial Education What is it and who is it for? The easiest way to describe […]

April 1, 2011

11 min read