Blog
Life Insurance
Optimizing Beneficiary Designations for Retirement Plans
As IRAs, 401(k) and other retirement plans become more popular, it is important for advisors to understand the rules regarding the distribution of plan assets
January 31, 2018
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Captive Insurance
P&C Rates Rise, Think Captives Instead
Property and casualty insurers are predicting a substantial increase in 2018 insurance premiums; thanks to Hurricanes Harvey, Irma, and Maria, two earthquakes
January 22, 2018
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Life Insurance
Life Insurance and Living Benefits
For years, life insurance was seen as an unpleasant topic, because the person paying the premiums generally derived no financial benefit from the policy. He
January 16, 2018
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Health and Benefits
Medical Plans with Stop-Loss
An employer that self-funds its medical benefits plan needs stop-loss insurance to protect it from larger than expected claims, whether for a single employee
January 4, 2018
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