If you have unique circumstances, either medical or financial, it’s worth getting a professional opinion from a financial advisor or experienced life insurance agent. A good agent should be able ...
Amy Danise is the managing editor for the insurance section at Forbes Advisor, which encompasses auto, home, renters, life, pet, travel, health and small business insurance. She is a highly ...
(And if you need help selecting a life insurance policy, consider working with a financial advisor.) What Kind of Lifestyle Will Your Partner Have? Ask an Advisor: Do I Need More Life Insurance?
Those with complex financial goals may be drawn to universal life insurance as it offers financial protection and can grow and diversify your assets. Most importantly, buyers who are worried about ...
Common financial planning specialties include: There are also advisors and planners who specialize in specific life stages, demographics, or even people with certain occupations. "When looking for ...
Clients often use life insurance to help heirs cover the capital gains tax on a family cottage or other asset after their ...
"An irrevocable life insurance trust is a type of trust ... so the proceeds of the policy avoid estate tax," says Jason Field, financial advisor at Van Leeuwen & Company. It is a form of living ...
However, as the COVID-19 pandemic has continued globally, many more advisors are being asked questions about the value of life insurance as well as long-term care, health and other health-based ...
a national life and health insurance brand that focuses on the insurance needs of Americans who are near or in retirement, today announced its list of Top Women Financial Advisors (TWFA ...