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The Motley Fool December 29, 2006 |
"All Risks" Policies Be on top of your financial situation -- know what you are and aren't protected against on your homeowner's insurance, and make sure you have the coverage you want and need. |
Financial Advisor November 2012 Karen DeMasters |
Unforeseen Entanglements Couples who live together but aren't married face their own planning hurdles. |
Financial Planning October 1, 2009 Susan B. Weiner |
Unwed and Planning The number of unmarried couples living together is beginning to surpass the number of married couples. Advisors should start planning for these clients by uncovering exactly what it is they need. |
The Motley Fool October 19, 2004 |
"All Risks" Policies Don't be surprised by what is -- and isn't -- covered in your homeowner's policy. |
The Motley Fool June 7, 2007 Selena Maranjian |
Who Needs Umbrella Insurance? It might surprise you how handy -- and inexpensive -- this insurance can be. |
Commercial Investment Real Estate Jul/Aug 2015 Mary Stark-Hood |
Property Casualty Insurance As a business owner, you know the importance of protecting your real estate business from financial loss. Some risks may be acceptable, but many are not. |
The Motley Fool January 27, 2007 Elizabeth Brokamp |
Why You Need Umbrella Insurance Think you have adequate coverage? Not unless you're carrying an umbrella. |
Inc. September 2008 |
Insuring Your Business A closer look at the insurance coverage businesses should have includes consideration of growing companies and special circumstances. |
Financial Advisor July 2008 Eric Rasmussen |
Taking Cover You can make life easier for clients later if you push them to get excess liability insurance now. |
The Motley Fool July 5, 2006 Dan Caplinger |
Get an Insurance Checkup: Part 2 Insurance is a tricky subject, rife with complexity and confusing language and concepts. If you remember that your main goal in buying insurance is to reduce your own risk, it's easier to evaluate exactly what risks you have and therefore what sort of insurance you really need. |
The Motley Fool January 31, 2011 Selena Maranjian |
5 Car Insurance Surprises Save money and get the auto protection you really need. |
Financial Advisor June 2004 Gregory Bresiger |
Advisors Are Living Dangerously Professionals continue to grapple with the question of errors and omissions insurance coverage. They believe that it is unnecessary. These uninsured advisors, one insurance executive says, run in the thousands. |
The Motley Fool August 18, 2006 Selena Maranjian |
Umbrella Insurance for Rainy Days Wherever your personal liability coverage ends, umbrella insurance coverage is designed to pick up the slack. |
Registered Rep. March 11, 2011 Mark Miller |
Navigating the Long-Term Care Minefield Long-term care insurance is a tough market to navigate -- for clients and planners alike. |
Entrepreneur March 2005 Jacquelyn Lynn |
Covering Home Base Insuring your homebased business is easier than ever with these three basic options. |
AskMen.com Ryan Ortega |
Coordinating Insurance Coverage How to find the balance between being under-insured and being insured for things that may never happen. |
Financial Planning September 1, 2011 Martha C. White |
Commingled Finances Advisors need to take extra steps in all the issues that couples face. |
Financial Planning December 1, 2009 Donald Jay Korn |
Prudent Policy Agents should help their clients reevaluate their insurance policies at the end of every year. |
The Motley Fool November 20, 2006 Tim Beyers |
Foolish Advice on Auto Insurance When it comes to insurance, it doesn't get more straightforward than an auto policy. Or at least, that's how it should be. Know what you're buying before you get behind the wheel. |
The Motley Fool October 30, 2006 Tim Beyers |
Foolish Advice on Life Insurance Life insurance seems simple. And it should be. But more and more agents are selling complex, commission-boosting products that do little for consumers. Be cautious and buy only the minimum. |
Investment Advisor April 2010 Ron Pechtimaldjian |
Economy Alters Buys of LTC Insurance The age of purchasers of long-term care insurance in 2009 increased for the 55-and-older group over 2008. |
Financial Planning August 1, 2008 Charles Williamson |
Risky Business When working with high-net-worth clients, it is of paramount importance to discuss property and casualty insurance. |
Financial Advisor January 2009 Allen Hamm |
Read Carefully Big improvements have come to long-term care insurance, but financial advisors need to be aware that some policies still contain unacceptable restrictions for accessing benefits. |
The Motley Fool January 26, 2007 Dan Caplinger |
Fall Into the Medigap Unfortunately, choosing the best Medigap policy for your particular situation can be complicated. You have to analyze the various options included in the plans that are available to you. |
The Motley Fool July 5, 2006 Dan Caplinger |
Get an Insurance Checkup: Part 1 The purpose of insurance is to protect you against risks that you face, and because the risks you face change over time, your insurance needs change over time as well. |
Financial Planning March 1, 2011 Martin Shenkman |
Back From the Future Irrevocable life insurance trusts are the foundation of many estate plans. Changes in the 2010 Tax Act raise a host of issues and opportunities for existing ILITs that planners should address. |
The Motley Fool September 15, 2005 Dayana Yochim |
Unfair Finances for the Unwed Your love may be strong, but your financial rights are tenuous if it's not official. Still, unwed couples are making inroads in some areas. Consider these progressive policies. |
Registered Rep. October 21, 2014 Alan Lavine |
Should You Use Term Insurance for Younger Clients? Financial advisors often favor term insurance for young couples. The cost savings over permanent life can be used to fund other financial planning needs. |
Entrepreneur May 2005 Scott Bernard Nelson |
Safety Net? Insurance companies are offering plans that move beyond traditional long-term care. But do they really protect the entrepreneur's assets? |
Entrepreneur September 2006 Jacquelyn Lynn |
Rest in Peace Ensure company longevity with life insurance policies. |
Commercial Investment Real Estate May/Jun 2015 Mary Stark-Hood |
Liability Solutions Commercial real estate practitioners need to be concerned about liability issues that can result from handling complex transactions. A comprehensive real estate errors and omissions policy is a necessity. |
Registered Rep. January 2, 2013 Kevin McKinley |
Mapping the Medicare Maze Advisors can shed some much-appreciated light on this crucial but confusing program. |
Inc. April 2007 Dan Briody |
Online Indemnity No two insurance policies are the same, but cyber insurance policies generally include coverage for the incidents listed in this article. |
BusinessWeek July 12, 2004 Howard Gleckman |
Providing For Your Own Care Long-term care insurance is getting even more pricey, so shop carefully. |
Entrepreneur August 2004 Jacquelyn Lynn |
Going Separate Ways Pay attention to "separation of insureds" in your company's insurance policies. If the company is sued over bad behavior by one employee, innocent parties may get separate treatment. |
On Wall Street October 1, 2012 Elizabeth Wine |
Same-Sex Couples: The Emerging Client Niche Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals. |
The Motley Fool June 28, 2005 |
How Much Personal Liability Insurance Do You Need? Be smart, and don't end up with too much or too little. |
Investment Advisor September 2008 Melanie Waddell |
LTC Payouts: $3.5 Billion in '07 Approximately 180,000 Americans with long-term care insurance policies were paid benefits in 2007, according to a new study. |
The Motley Fool January 9, 2007 Mary Dalrymple |
Gouged by Insurance? While consumer groups and insurance industry do battle, what can you do to make sure you're getting the coverage you need at an appropriate price? |
This Old House Jeffrey Rothfeder |
Beef Up Your Insurance If you haven't checked your homeowner's policy in a while, you may be in for some nasty surprises. |
Investment Advisor March 2006 Robert F. Keane |
Safety First No one wants to pay for E&O insurance, but advisors admit it helps them sleep better. |
The Motley Fool March 8, 2004 Dayana Yochim |
Equality for Unmarrieds? The truth is in the checkbooks, tax returns, and insurance policies of the unwed. It's clear that those without an official marriage certificate are handicapped when it comes to equal financial rights. Tips on how to save yourself some financial headaches if you're not married. |
Registered Rep. October 1, 2002 Ruth Halcomb |
Think Beyond the Needs of Ozzie and Harriet Families Less than 25 percent of U.S. households consist of married heterosexual couples with kids. The rights to property or even custody of children in the case of unmarried couples is anything but clear under the law. Tax planning is also an issue. |
Financial Planning November 1, 2011 Donald Jay Korn |
Barely Covered When the going gets tough, the tough cut costs. Clients worried about their finances may think about dumping big expenses that may seem to be a luxury, such as disability insurance. In this case, they would likely be wrong. |
Financial Planning April 1, 2012 Nancy R. Mandell |
Covering Up Without appropriate liability coverage - which most experts place at 100% of net worth - a single incident could destroy an entire portfolio. |
Commercial Investment Real Estate Jan/Feb 2003 Cohen & Gordon |
Insurance Companies Tighten Coverage for Mold-Related Damages The likelihood of having no coverage for mold claims or the need to obtain additional coverage should concern professionals involved in real estate development. |
The Motley Fool June 18, 2007 Rich Duprey |
The Finishing Coat of Homeowners Insurance Just as auto, life, and disability insurance provide protection in the event of a catastrophe, homeowner's insurance should be considered an integral part of your overall financial plan. |
Investment Advisor August 2009 Marlene Y. Satter |
Side Effects Advisors might want to take a look at clients' term life insurance coverage. |
Investment Advisor July 2010 Marlene Y. Satter |
Insurance Update: A Wider Embrace of LTC Same-sex benefits are now offered to federal employees. |
Investment Advisor September 2007 Marlene Y. Satter |
In the Meantime Despite the recent bad press, you still have to recommend long-term care insurance to your clients. What do you do? |