In the right situation, a life settlement is a win-win. You fulfill your fiduciary responsibility by helping your client maximize the value of a life insurance asset. And your client frees up funds to ...

Life insurance is an integral part of an overall financial plan. Regular reviews can determine whether the policy is performing according to expectations and meeting the client's current financial ...

What is the right type of life insurance for your client? This seems to be a harmless question, but it’s one that drives agents mad. The typical answer is “it depends.” And this drives customers mad ...

You may be dealing with clients who are drowning in credit card debt. Many who are in this situation may even want to borrow from life insurance to pay off debt. Your role as an advisor is crucial in ...

With a background in journalism and counseling, Penny Min blends analytical research with real-world insight to help readers make informed financial decisions. At Forbes Marketplace, she specializes ...

I’m hearing more these days about agents encountering reluctance among prospects to meet and clients to move forward with planning and purchasing life insurance. Whether in the middle market or ...

Michelle is a lead editor at Forbes Advisor. She has been a journalist for over 35 years, writing about insurance for consumers for the last decade. Prior to covering insurance, Michelle was a ...

You may want to add life insurance to your financial plan Rebecca Rosenberg has 10+ years of experience as a writer and content strategist. She has written dozens of articles on retirement, financial ...