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The Motley Fool September 3, 2010 Dan Caplinger |
Don't Make This Life-Changing Mistake Too many people have given up life insurance coverage. |
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. |
BusinessWeek February 21, 2005 Peter Coy |
Scared To Death Of Life Insurance Choosing the amount of coverage is hard. The trick is to think like an economist. |
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. |
The Motley Fool May 24, 2007 Dan Caplinger |
Casualties of War In the rush of preparing to leave your home and family to fight, it's easy to neglect taking care of financial and personal matters. |
The Motley Fool August 3, 2007 Dan Caplinger |
When to Buy Long-Term Care Insurance Long-term care insurance pays out financial benefits to help you pay the expenses of nursing homes and home health care. Should you buy now, wait, or just skip the whole thing? |
Registered Rep. November 29, 2012 Kevin McKinley |
Getting Out of Health Care Limbo Many clients and prospects have already retired but are not yet eligible for Medicare. Here are their options for getting out of health care limbo. |
The Motley Fool November 4, 2011 Robert Brokamp |
Give Your Life Insurance a Checkup Are you getting the right amount of life insurance? |
Investment Advisor August 2009 Tere D'Amato |
Expert's Corner: Time to Talk Insurance Advisors should make sure clients' insurance portfolios are in great shape because they may need them now more than ever. |
The Motley Fool November 15, 2005 David Braze |
Should You Buy Long-Term Care Insurance? An insurance policy can help pay for senior care, but it may not be right for everyone. |
AskMen.com Michael Estrin |
Q&A: Credit Checks, Retirement Plans & More Answers to questions everybody asks: How do I check my credit?... How can I save money if I don't make a lot?... Is it too early to think about retirement? etc. |
The Motley Fool September 18, 2007 Dan Caplinger |
Health Insurance ... or Else Health insurance can protect you from huge medical bills. Yet for a variety of reasons, many people go without health insurance. Now, government leaders are taking a new approach toward making sure everyone gets the medical care they need. |
Registered Rep. September 21, 2010 Alan Lavine |
Empty Nesters May Still Need To Purchase Life Should your empty nester clients get life insurance? Perhaps -- if they have a lot of personal and/or business liabilities or concerns about estate taxes. |
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 February 1, 2007 Mary Dalrymple |
Got That Twinkle in Your Eye? Do some early financial planning to ease the transition from a young, carefree couple to a family of three. |
Financial Planning April 1, 2007 Elizabeth O'Brien |
Are Your Clients Covered? Today's healthcare system demands vigilance from consumers and planners alike. Some financial planners are taking on the complex, expensive market for individual health insurance. And they're finding solutions. |
The Motley Fool October 18, 2004 Selena Maranjian |
Is Your House Underinsured? The majority of homes out there couldn't be rebuilt via insurance. |
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. |
Financial Advisor July 2008 Allen Hamm |
A Better Option The long-term care insurance industry is up to a new trick: Marketing LTC insurance through groups. |
The Motley Fool June 14, 2007 Dan Caplinger |
What Dad Really Needs It's not very exciting, but everyone needs good insurance. |
Investment Advisor August 2009 Marlene Y. Satter |
Side Effects Advisors might want to take a look at clients' term life insurance coverage. |
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. |
The Motley Fool October 26, 2007 Buz Livingston |
Buy Term, Young Man Don't fall for insurance hype. By taking up so much of a young family's budget, whole life doesn't give most families the balanced financial plan they need. |
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. |
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. |
The Motley Fool November 7, 2007 Dan Caplinger |
Add Hundreds to Your Paycheck Take advantage of your annual chance to change your health insurance enrollment. Choosing the right options can make the difference between saving a bundle and spending too much. |
The Motley Fool April 26, 2007 Dan Caplinger |
Don't Quit Your Health Insurance Quitting a job can elevate you to new heights in your career. To keep from paying the price, however, you need to make sure you bring your health insurance with you. |
Registered Rep. October 17, 2011 Alan Lavine |
Tune Up: Sometimes It Makes Sense to Exchange a Client's Life Insurance Policy Today's life insurance policy may provide more benefits at a lower cost than coverage purchased more than a decade ago. |
Financial Planning May 1, 2010 Rick S. Kahler |
Planning for Reform It will be important to pay attention in coming months, so you can plan for the impact health care reform is likely to have on your finances, your career and your clients. |
BusinessWeek May 2, 2005 Carol Marie Cropper |
A Combo Policy For Long-Term Care Life insurance with an accelerated benefits rider can be used to cover the cost of nursing homes if the policyholder needs it for long term care. |
Registered Rep. December 14, 2012 Mark Miller |
How Much Insurance Do Retirees Need? Usually more than they have now. Under-insurance is an especially acute problem with retired and pre-retirement clients. |
The Motley Fool December 11, 2007 Dayana Yochim |
PPO? HMO? HSA? OMG! Ready or not, for many employees, this is the only chance for the next 12 months to modify their health coverage. Here's how to pick the right employee health-care plan, whether you're single, married, in a family way, or feathering an empty nest. |
Managed Care December 2001 |
Tie to Employers Stresses Fragility Of Health Coverage About two thirds of Americans receive health insurance through their employers or families, and many gain or lose coverage when they marry, divorce, or move to new jobs... |
Investment Advisor August 2006 Marlene Y. Satter |
Insurance Update: Insurance Multitasking Long-term care insurance is frequently a hard sell, until people are older and often ineligible for coverage. Planners thus may be interested in a multifaceted strategy that answers several needs at once. |
Entrepreneur September 2005 Jacquelyn Lynn |
Thinking Ahead As Americans age, long-term care insurance may prove one of the most important insurance products on the market, and this coverage can offer advantages to both employers and employee |
The Motley Fool February 5, 2007 Dan Caplinger |
Insuring Your Small Business: Part 3 If you can't buy every type of coverage, you need to prioritize. Without the right insurance coverage, you may be putting the source of your current and future income at risk. |
This Old House Caitlin O'Neil |
Homeowners Insurance 101 Take this crash course to find out if you have the coverage you need before you need it. |
Inc. September 2008 |
Insuring Your Business A closer look at the insurance coverage businesses should have includes consideration of growing companies and special circumstances. |
The Motley Fool October 12, 2010 Rich Strickler |
Deployment Diagnosis: How to Keep Finances Healthy on the Homefront Make sure you and your bank accounts are ready for the next military deployment. |
The Motley Fool August 27, 2004 Roy Lewis |
How Does Insurance Affect Your Taxes? Which plans are deductible, and which are taxable? Here's help sorting them out. |
The Motley Fool April 23, 2009 |
Why You Need a Renewable Term Life Policy How to attain ongoing life insurance coverage regardless of your health. |
The Motley Fool October 8, 2004 Selena Maranjian |
Need Individual Health Insurance? The rates can be daunting, especially for families. But there's plenty of info for those looking for the best plan. |
On Wall Street June 1, 2010 Tim Steffen |
Taking Your (tax) Medicine High-net-worth individuals need to plan today for significant healthcare tax changes ahead. |
The Motley Fool December 15, 2005 David Braze |
Some Final Words on Long-Term Care Do your research on long-term care options now, while you can calmly and rationally evaluate your options. If you do so today, then you and your loved ones won't have to make rushed decisions later. |
Entrepreneur March 2010 Rosalind Resnick |
Get the Most Out of Life Knowing what you're getting into with life insurance will prevent you from overpaying - and from being underinsured. |
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. |
The Motley Fool January 26, 2007 Dan Caplinger |
Fall Into the Medigap: Part 3 Medicare supplemental insurance may give you the additional protection you need. By understanding and evaluating your Medigap options, you can manage the financial risk of medical expenses, giving you the confidence that your health needs will be met. |
Investment Advisor May 2010 Angela Herbers |
The Fast Track: A Marriage of Inconvenience A spouse in a practice almost always results in more problems than it solves. |
Investment Advisor September 2010 Marlene Y. Satter |
Insurance Update: Is It Really a CLASS Act? How the new government long-term care insurance program may affect your clients. |
Financial Planning April 1, 2008 Donald Jay Korn |
Healthcare Without Medicare For many under-65 retirees, the most important question for them to think about is "How's your health?" |