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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. |
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. |
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 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 October 2006 Eric L. Reiner |
P&C Insurance For The Rich And Famous These clients' unique needs warrant attention from advisors. Homeowners... Flood Insurance Gets Personal... Personal Director's Liability Insurance... etc. |
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 July 20, 2005 Selena Maranjian |
Guess What You're Not Insured Against Don't assume that your home is protected against some not-so-uncommon disasters. |
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 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. |
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. |
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 December 15, 2003 |
Spruce Up Your Homeowner's Insurance Some tips to make sure you have the right homeowner's insurance coverage. |
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 15, 2008 Dayana Yochim |
8 Ways to Insure Your Home Insurance Stop paying a bucketful of cash for a thimble's worth of coverage. Read on for ways to get the most from your home insurance. |
Financial Planning August 1, 2007 Jeanne Lee |
High Net Worth: Shelter From the Storm Although affluent clients may not realize it, their complex insurance needs go far beyond a rider to cover great-grand-mother's silver. Here's how to help your clients the full-service homeowners policies they don't know they need. |
The Motley Fool August 18, 2006 |
Homeowner's Insurance Pays Don't skimp on this critical coverage -- be smart and protect yourself. |
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 January 13, 2006 Selena Maranjian |
Many Home Insurers Undercharging It's not a bargain when your insurance is too cheap. If you haven't examined how much your home is insured for lately, do so. And perhaps do a little research on the side, too. |
The Motley Fool February 2, 2007 Dan Caplinger |
Don't Lose Your Stuff Even if you don't own your home, don't leave your property unprotected. A solid renters' insurance policy can save you from permanently losing everything you own. |
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. |
The Motley Fool October 18, 2004 Selena Maranjian |
Is Your House Underinsured? The majority of homes out there couldn't be rebuilt via insurance. |
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. |
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 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. |
Registered Rep. October 23, 2012 Mark Miller |
Playing Health Insurance Roulette Most seniors will need long-term care at some point. Here's how to plan for that. |
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 18, 2014 Alan Lavine |
Insuring Two Lives is Cheaper Than One First-to-die life insurance, also known as "joint life," may be a lower-cost way for a couple -- or even two small business owners -- to simultaneously get permanent life insurance. |
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. |
Financial Advisor September 2007 David J. Drucker |
Your Client's Hidden Risk Not only are "sophisticated" consumers unfamiliar with the shortcomings of their homeowners insurance, many financial advisors need to get a clue as well. |
Financial Planning December 1, 2011 Nancy R. Mandell |
Peace of Mind Chartis is one of a handful of insurance companies focused on the special needs of the very wealthy - the top 1% to 2% of the nation's population. Establishing ties to financial planners has become increasingly important for these insurers. |
The Motley Fool November 27, 2006 Tim Beyers |
Foolish Advice on Homeowner's Insurance As with life and auto policies, homeowner's insurance is essential protection. |
The Motley Fool April 1, 2004 Selena Maranjian |
Prepare to Be Disabled Disability insurance is expensive -- because you stand a good chance of needing it. Disability insurance is in many ways more important than life insurance, yet it's overlooked by the vast majority of Americans. |
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? |
The Motley Fool November 10, 2007 Elizabeth Brokamp |
Protect Your Family When Disability Strikes The majority of Americans fail to secure disability insurance for themselves, something they are statistically likely to need. If you don't already have this coverage, read these guidelines and start looking. |
Registered Rep. March 13, 2013 Alan Lavine |
Old Money For advisors, it pays to insure a client's valuable collectibles, like antiques, rare toys, ceramics or wine; but it's crucial to find reputable appraisers and carriers. |
Financial Advisor October 2005 Jeffrey Rattiner |
Mining The 1040 Here is a sampling of the types of information that can be found when analyzing a 1040 from a financial planning perspective. |
The Motley Fool December 24, 2007 Rich Duprey |
Don't Let Social Security Disable Your Future With a growing backlog of disability claims, you may be waiting awhile if you rely on the government to protect you. |
This Old House Sarah Max |
How to Review and Update Your Homeowner's Insurance Reassess your home owner's policy on an annual basis with these five steps |
The Motley Fool May 23, 2006 |
Is Disability Insurance for You? Disability insurance is expensive for a reason -- there's a good chance you'll need it. |
Registered Rep. July 18, 2011 Alan Lavine |
Considering Life Insurance for Single Clients More than half -- 54 percent of single men and 58 percent of single women -- lack life insurance coverage. |
The Motley Fool November 8, 2005 Selena Maranjian |
Home Insurance Surprises If you're a homeowner and you've bought home insurance, you probably think you're covered. There are some things you might not realize, though. |
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 November 2007 Marlene Y. Satter |
The Swinging Pendulum For a while, disability insurance was tough to get, but it's loosening up now. Here are some ways financial planners can help. |
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 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 16, 2006 Tim Beyers |
Foolish Advice on Disability Insurance The odds that you'll be out of work for an extended period are greater than you think. |
CFO July 1, 2006 Randy Myers |
The Fine Art of Self-Protection Why buying your own disability coverage may be a smart move. |
Financial Advisor October 2005 Karen DeMasters |
Rethinking That Beachfront Property Every financial advisor needs to ask clients if they have the energy to deal with coastal property. There are more than strict financial considerations to look at when contemplating investing in an oceanfront property. |
The Motley Fool July 8, 2004 |
Don't Forget Disability Insurance Disability insurance is expensive because there's a good chance you'll need it one day. |
The Motley Fool January 14, 2009 Dayana Yochim |
Fiscal Fitness '09: Trim $240 From Your Home Insurance Tab Pay a lot less in premiums instantly and still get the same coverage. |