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5 Signs You Need to Up Your Life Insurance Coverage

5 Signs You Need to Up Your Life Insurance Coverage

Aug 2, 2018

From lifehappens.org. Depending on the type of life insurance policy you have, you could be covered anywhere between one year and the rest of your life, depending on if you have term or permanent life insurance. But if you’ve had a policy for a while, it might no...
Welcome to the Digital Age, Trust Industry

Welcome to the Digital Age, Trust Industry

Jul 19, 2018

Ask anyone and the client service experience with a traditional corporate trustee ranks alongside any DMV office. It was not always this way. Prior to the bank consolidations beginning in the 1980s, corporate trustees, by and large, gave solid customer service. And...
How Much Life Insurance in Retirement?

How Much Life Insurance in Retirement?

May 17, 2018

If you do need life insurance, financial professionals use one or more ways to calculate how much life insurance a surviving family will need…. Those include human life, financial needs and capital retention. The human life value approach uses projected future...
Last-ditch effort by AARP, states to save fiduciary rule fail

Last-ditch effort by AARP, states to save fiduciary rule fail

May 4, 2018

In a last-ditch effort to keep the fiduciary rule alive, AARP and State Attorneys General filed separate motions to intervene in the case last Thursday, April 26th. The Fifth Circuit Court of Appeals has denied motions by the AARP and State Attorneys General of...
Key Findings for the 2018 insurance barometer study

Key Findings for the 2018 insurance barometer study

May 4, 2018

Each year Life Happens and LIMRA join forces to get the latest and greatest information about what… consumers are thinking when it comes to their financial concerns as well as what insurance coverages they do or don’t have—and why! And that’s just the start. The...