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Integrated Insurance Solutions, a specialized insurance consulting and planning firm, today announced the acquisition of Appel Insurance Advisors, LLC, bringing together two highly experienced teams ...

“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 ...

While Life Insurance Awareness Month (September), may be ending, that doesn’t mean this sometimes misunderstood financial planning resource is any less important. In fact, this multifaceted financial ...

Christina Majaski writes and edits finance, credit cards, and travel content. She has 14+ years of experience with print and digital publications. Marguerita is a Certified Financial Planner (CFP), ...

Travel insurance has changed over the past decade, and with it, the role of the travel advisor has evolved. The health and well-being of customers have always been top-of-mind but doing it well in the ...

Now in its 11th year, the Travvy Awards honored the best-of-the-best of suppliers – and in an impressive number of categories – including travel insurance providers – during a gala event at the ...