Regardless of whether or not you are subject to the estate tax, it is essential to have a current will and related documents. I recently wrote two articles on the sticking points that can cause well-intended adults to delay the execution of their estate plan: Choosing an Executor of your Estate and Naming Potential Guardians … Continue reading When Should Children Have Access To Their Inheritances – Rob Clarfeld
Category: Insurance Tools
What Do Customers Want in Life Insurance – Tony Vidler
In the life insurance area of financial services the answer is even tougher to find than usual, because insurance is for virtually all consumers an absolute grudge purchase. When we think about it logically every person who buys insurance (especially life or disability insurance) hopes that they are wasting their money…the last thing they want … Continue reading What Do Customers Want in Life Insurance – Tony Vidler
The new-world insurance agent — TechCrunch
Silicon Valley is building the new-world insurance agent. My grandfather started selling insurance in the 1950s and insurance eventually granted him the American dream. Today, the industry accounts for 7 percent of U.S. GDP, with more than $1.1 trillion of net premiums paid annually. The aged way of conducting business is pushing the Valley to… via … Continue reading The new-world insurance agent — TechCrunch