Recently, the attorney for a family office asked for my help with a situation. The family wanted to transfer/sell two $10 million survivor life policies to another trust for planning purposes. The ...
For the past five years, I have been actively promoting that agents and advisors should suggest life insurance policy appraisals to clients. I speak with financial professionals all around the country ...
An insurance company will begin an investigation when it receives a claim for physical and/or property damages. An insurance adjuster evaluates the damage to help determine the amount of money the ...
At the midpoint of the year, it's always helpful for agents and advisors to perform a broad assessment of their annual goals and modify their sales and marketing strategies accordingly. Based on ...
Kayla Suther, state-certified general appraiser and licensed insurance agent, answered the following questions. Question: Tell us a little about your business. Answer: Craig and Kari Hewitt started ...
When insurance companies and repair shops can’t agree, it’s often the driver who loses. And as a key consumer protection quietly disappears from some auto policies, that problem could get even worse.