Insurance may be the least understood and most underappreciated asset a client owns, even by financial advisors. It certainly is the subject of a long and ongoing debate in the financial industry.

VAUGHAN, ON / ACCESS Newswire / May 19, 2026 / Consumer Choice Award is proud to announce that The Shepherd Group has ...

Provide trusted guidance and peace of mind by partnering with a fiduciary-led team that ensures clarity in life insurance decisions For many professionals—whether you’re a CPA, CFP®, registered ...

When working with your clients to plan their charitable giving, it’s important to think about their entire financial landscape—and often, that might include life insurance policies. If you have a ...

There's an old adage: "What you don't know can't hurt you." Nothing can be further from the truth when it comes to the subject of life insurance for accountants advising their clients. Processing ...

The takeaway of this article is for you to consider updating your clients' insurance requirements to require a specific additional insured endorsement. This endorsement requires a lower-tier ...

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 ...

Americans spent some $1.4 trillion on insurance products in 2021, the most recent year available, according to the Insurance Information Institute. That includes medical and auto coverage, which are ...

Overall satisfaction with auto and property insurer digital experience declines despite lower premiums Inability to easily compare prices and coverage options limits brand consideration Chatbots and ...

Insurers can generate upstream growth by evolving from risk transfer providers to proactive risk partners via AI tools and ...