Advisor Perspectives

NOVEMBER 14, 2022

A matter that can have large impacts on the marginal tax rates faced by individuals who obtain health insurance coverage through the ACA exchanges is the reduction of the tax credits (or subsidies) for health insurance coverage as incomes increase.

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Insurance Coverage Insurance Tax Planning Taxes 111

Ballast Advisors

JUNE 18, 2024

Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. Review your coverage limits and consider factors such as driving habits and annual mileage.

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Insurance Coverage Insurance Taxes Financial Planning 52

NAIFA Advisor Today

SEPTEMBER 1, 2022

Life insurance is a crucial part of any solid financial plan, but 41% of Americans say they don’t have sufficient life insurance coverage. For agents and advisors, LIAM is the perfect time to meet with your clients to make sure their life insurance coverage meets their needs.

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MarketWatch

JUNE 2, 2023

s UNH UnitedHealthcare, a major health insurer, would provide coverage of its implantable continuous glucose monitoring system. The coverage of the Eversense E3 CGM System will start July 1 for people with type 1 and insulin-requiring type 2 diabetes, Senseonics said in a release. SENS gained 6.7%

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NAIFA Advisor Today

APRIL 13, 2023

More Examples from Our Code of Ethics to Collaboratively Close the Coverage Gap We may be taken aback when we fully realize that NAIFA is seriously working through LL Global to raise the life insurance coverage gap among professionals and their companies regarding life insurance in our country.

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Ethics Insurance Coverage Insurance Marketing 98

Wealth Management

AUGUST 17, 2023

Digital fraud is a growing threat to advisors, who are on their own when it comes to buying insurance coverage for the risk.

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Insurance Insurance Coverage 98

Advisor Perspectives

JULY 23, 2024

Travel insurance is a game-changer. But only if you have the coverage you need. It can keep a physically and emotionally stressful travel experience gone wrong from becoming a financial disaster.

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Insurance Coverage Insurance 52

Good Financial Cents

APRIL 3, 2023

That’s why many experts suggest buying at least 10x your income in term life insurance coverage. With that in mind, you should buy life insurance coverage that will cover major debts you have like your home mortgage, your family car loans, and any credit card debt you have.

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Insurance Insurance Coverage Medical Planning 101

Nerd's Eye View

OCTOBER 31, 2022

reviewing insurance coverage), and can often be standardized and systematized through the advisor’s tech stack tools. The first ‘standard’ tier represents client service tasks that are predominantly ‘factory work’ tasks, applicable to all of a firm’s clients (e.g.,

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Clients Insurance Coverage Portfolio Management Numbers 130

AdvicePay

JUNE 13, 2024

Here are some examples of one-time and ongoing services you can offer clients under the fee-for-service model: One-Time Services Ongoing Services Comprehensive Financial Plan Ongoing Financial Planning Second Opinion Engagement Advising on Held-Away Accounts Student Loan Analysis Tax Planning Portfolio Tax Efficiency Review Estate Planning Housing (..)

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Insurance Coverage Financial Planning Estate Planning Tax Planning 85

Tobias Financial

MARCH 22, 2024

Is your life insurance coverage sufficient? Often it is not until a life-changing event that clients ensure their coverage is adequate. In fact, due to Covid concerns, life insurance policy sales grew 5% last year resulting in the largest annual increase in decades. To learn more, click here: [link]

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Insurance Insurance Coverage Clients Sales 52

MarketWatch

MARCH 22, 2023

“SoFi Checking and Savings is able to offer additional FDIC insurance through the SoFi FDIC Insurance Network, a newly created partnership with multiple banks designed to provide the best benefits to SoFi members,” the company said in a release.

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oXYGen Financial

MAY 14, 2023

![CDATA[ While most people recognize the significance of health insurance, another vital aspect often goes overlooked disability insurance. This lesser-known insurance coverage provides financial protection and peace of mind in the face of unforeseen circumstances that can leave individuals unable to work.

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Insurance Insurance Coverage 59

Tobias Financial

JUNE 14, 2022

Is your life insurance coverage sufficient? Often it is not until a life-changing event that clients ensure their coverage is adequate. In fact, due to Covid concerns, life insurance policy sales grew 5% last year resulting in the largest annual increase in decades. To learn more, click here: [link].

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Insurance Insurance Coverage Clients Sales 52

Carson Wealth

JULY 3, 2024

Develop a risk management plan to implement strategies that minimize or eliminate risks, and protect your business with appropriate insurance coverage, such as liability, property and business interruption insurance. Conduct a risk assessment to identify potential risks and their impact on your business.

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Financial Planning Planning Retirement Planning Tax Planning 142

Darrow Wealth Management

SEPTEMBER 25, 2023

And when something goes wrong, many homeowners are surprised to learn of gaps in their insurance coverage or their contractor’s. Limiting your liability with an umbrella insurance policy If you don’t already have an umbrella policy, you should seriously consider adding one.

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Insurance Insurance Coverage Certification Wealth Management 84

Ballast Advisors

JUNE 18, 2024

Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. Review your coverage limits and consider factors such as driving habits and annual mileage.

Insurance Coverage 52

Insurance Coverage Management Insurance Taxes 52

Carson Wealth

SEPTEMBER 7, 2023

Some key points that consumers should know are: Premiums are generally lower compared to other types of life insurance. Coverage expires at the end of the term, and there is no cash value accumulation. This type of insurance policy is generally used to secure a high death benefit at a relatively low cost over a finite period of time.

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Insurance Insurance Coverage Taxes Accounting 88

NAIFA Advisor Today

JULY 18, 2022

Now the Director of Insurance Brokerage, Limongelli helps his clients find the right disability insurance coverage and serves as a resource for other financial advisors who sell disability insurance. In 2012, Nicholas Limongelli went into the family business and joined Northeast Financial Network.

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Insurance Coverage Insurance Financial Advisor Clients 52

MainStreet Financial Planning

MARCH 15, 2023

By entering information about their deposit accounts into the EDIE tool, users can generate a report that provides information on how their deposits are insured, what portion (if any) exceeds coverage limits, and what steps they can take to maximize their insurance coverage.

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Trade Brains

NOVEMBER 4, 2024

It’s similar to having shining insurance coverage that never ends! Central banks hold gold bars in reserve to withstand economic downturns, much like we save money for unexpected expenses. This shiny gold serves as a financial anchor, keeping things stable when markets tremble or currencies falter.

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Insurance Coverage Banking Economics Economy 105

NAIFA Advisor Today

MARCH 1, 2023

Throughout his internship, he helped form complex trusts, developed estate plans, and ensured appropriate insurance coverage for high-net-worth families.

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Insurance Coverage Estate Planning Financial Advisor Insurance 52

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

Insurance Amounts . Another overlooked area of a sound financial plan is insurance coverage and their respective coverage amounts. We should review our personal insurance coverage yearly as our assets and liabilities change.

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Insurance Coverage Retirement Planning Financial Advisor Taxes 98

Truemind Capital

SEPTEMBER 8, 2024

2 Adequate Life and Health Insurance Coverage Ensure you have sufficient health insurance—at least Rs 20 lakhs for a family of four in a metro city. A family floater plan with critical illness coverage is advisable.

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Insurance Coverage Insurance Planning Banking 64

MainStreet Financial Planning

JUNE 13, 2023

Update your life and disability insurance. Now more than ever you want to have appropriate life and disability insurance coverage, so if something unexpected happens your family will be OK. You can request a social security number along with your baby’s birth certificate. Start saving for college now.

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Insurance Coverage Budgeting Healthcare Estate Planning 91

YouSet Insurance

OCTOBER 9, 2024

Third-party liability is a type of car insurance coverage designed to protect you financially if you harm another person or their property.

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Insurance Insurance Coverage 40

MainStreet Financial Planning

JULY 23, 2024

Homeowners Insurance: It is very important that if your home is owned by an LLC or trust that your homeowner’s policy lists the individual owners as well as the LLC, trust, etc. as additional named insured on the policy. Go check your policy right now!

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Insurance Insurance Coverage Medical Education 90

oXYGen Financial

AUGUST 26, 2022

[CDATA[ Auto insurance is mandatory in most states, but even if it is not, you should get it because it is one of the best investments you can make. When looking for insurance, you want to find the cheapest insurance coverage for the most protection. The riskiest. ]]

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Carson Wealth

APRIL 25, 2024

Insurance coverage: Evaluate insurance needs for health, life, disability, long-term care and property, ensuring adequate coverage. Investment strategy: Determine asset allocation and investment vehicles aligned with risk tolerance and financial goals.

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Financial Planning Planning Retirement Insurance Coverage 97

Good Financial Cents

NOVEMBER 2, 2022

But the most unique feature of Ladder Life is the ability to either increase or decrease your coverage, as needed. If you need more life insurance coverage, once you have a policy in place, you can increase the death benefit. But if your need for coverage declines, you can reduce the death benefit.

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Insurance Insurance Coverage Medical Certification 91

Integrity Financial Planning

MARCH 19, 2023

Stocks, bonds, mutual funds, Treasury securities, life insurance, annuities, and items held in safe deposit boxes are not included in deposit insurance coverage. If you use your bank’s brokerage service to buy mutual funds and the brokerage fails, you won’t be protected by federal deposit insurance.

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Insurance Insurance Coverage Banking Accounting 97

Nationwide Financial

OCTOBER 13, 2022

Although Life Insurance Awareness Month has come to a close, it is still a perfect time for financial professionals to reach out to both new and existing clients to discuss the benefits of life insurance and how to protect their families. The days of clients overlooking the need for adequate life insurance coverage may be over.

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Tobias Financial

JUNE 19, 2023

Speak with your advisor now, before a storm is on the way, about your storm insurance coverage and be sure you are as protected as you can be. From reviewing insurance coverage to assessing the financial impact of potential damages, we work with you to develop a disaster plan based on your current situation.

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Insurance Coverage Food Certification Insurance 52

James Hendries

FEBRUARY 23, 2023

Insurance is essential to preserve small businesses, cover their assets, and safeguard their employees. Here are some types of insurance coverage a small business should have and why this is critical to your financial plan. General Liability An important part of small business insurance coverage is general liability.

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Financial Planning Insurance Insurance Coverage Planning 40

Yardley Wealth Management

MAY 16, 2023

Checking your insurance coverage: A financial advisor can help you review your insurance coverage to ensure you have the right coverage for your needs.

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Insurance Coverage Financial Advisor Retirement Planning Risk Tolerance 52

Good Financial Cents

DECEMBER 9, 2022

What Doesn’t Home Insurance Cover? Whether you have a named peril policy or an open peril policy can have a direct impact on whether the disaster that destroyed or damaged your home qualifies for insurance coverage. However, an array of events are typically excluded from home insurance.

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Insurance Insurance Coverage Electronics Budgeting 92

Clever Girl Finance

AUGUST 19, 2024

Review your maternity leave and insurance coverage 6. Update your life insurance policy 8. Review your maternity leave and insurance coverage Understanding your maternity leave and insurance coverage is key to financial planning. Adjust your budget to include baby expenses 2.

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Insurance Coverage Budgeting Medical Insurance 75