Life insurance and 401(k) retirement plans are two financial tools that serve distinct purposes in wealth management. Life insurance is a tool designed to provide a financial safety net for ...

When is the last time you spoke to a client about insurance? Unless that conversation was about annuities, well, it was probably some time ago. In general, life and health insurance are subjects ...

Discover the differences between permanent and term life insurance, including coverage duration, benefits, and costs, to determine which policy suits your financial goals.

“Unless there’s a need for liquidity, we don’t want our clients putting money into permanent life insurance. We want that money here as assets under management.” I first heard that said over 30 years ...

Ashlee is an insurance editor, journalist and business professional with an MBA and more than 17 years of hands-on experience in both business and personal finance. She is passionate about empowering ...

The lives we love continue long after retirement, which alone is an excellent reason to consider why life insurance should be part of retirement planning. But there are many layers of benefits and ...

For as long as there has been an RIA industry, RIAs have been allergic to insurance. And for good reason. Insurance historically has been a commission-driven business that doesn’t fit the compensation ...

A whole life policy may be right for some people, despite the steep cost Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two ...

Each day we hear conflicting reports about the future of the U.S. economy. One day, it's good news. The next day, bad. Politicians suggest everything will be fine and pundits opine that the negative ...

Read our compilation of concise, timely analysis by Wall Street Journal reporters. Annuities Association Wants Fiduciary Rule Stopped; Colleges Likely To Scrutinize Asset Allocations, Fees; European ...