High Net Worth Insurance

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  1. What Are Direct Primary Care Doctors and How Do You Find One?

    Direct primary care physicians say they can spend more time with patients, but the number of doctors offering this approach ...
  2. Insolvency Clause

    An insolvency clause is a reinsurance contract clause that requires the reinsurer to uphold its obligations even if the ceding ...
  3. 12 Insurance Questions for High Net Worth Families

    High net worth families should ask themselves these 12 questions regarding comprehensive insurance.
  4. Protect Your Assets from Liability in Illinois

    Asset protection is a fundamental part of risk management. Use these tips to protect your assets.
  5. Zika Virus: Latest Advice on Staying Safe

    Thinking of an escape to the Caribbean for some midwinter sunshine? Check in first to find out the latest on Zika.
  6. Life Insurance Premium Financing: Worth the Risk?

    Life insurance premium financing lets high net worth individuals buy costly insurance without liquidating assets.
  7. How You Can Protect Assets With Umbrella Insurance

    Here's why protecting your assets from litigation via umbrella liability insurance is a good idea.
  8. 7 Habits That Can Lead to Future Wealth

    Getting rich is like getting fit. To achieve your goals, you must develop healthy long term habits. Here are 7 habits that ...
  9. How Your Health Savings Account Can Be a Tax Shelter

    For those that can afford it, the HSA is a powerful tax shelter. Here's why.
  10. How To Make Money With Airbnb: Risks & Rewards

    Airbnb lets you turn your home or spare room into extra cash. Here's how to make money and protect yourself from the risks.
  11. Use Insurance to Protect Your Assets from Creditors

    Here's how carrying the proper levels of auto and umbrella insurance will keep your assets protected, no matter your net ...
  12. Why the Current Social Security Cost-of-Living Index Is Hurting Retirees

    The Social Security cost-of-living adjustment is just 0.3% in 2017; advocates say senior inflation's much more. Result: Medicare ...
  13. Security Advice for the Ultra Rich

    Kim Kardashian West is a reminder that visibly rich folks are targets. Here's how they can protect themselves.
  14. How to Financially Prepare for a Hurricane

    Insurance isn't enough: How to ensure that you're ready financially for a natural disaster.
  15. How to Protect Your Assets From Litigation

    Personal umbrella liability insurance can offer you big-time legal protection relatively cheaply, in case your existing policies ...
  16. Affluent Medicare Recipients: Beware 2018

    That's when rates will go up even more. How to start preparing and why $1 of income could make a huge difference.
  17. Eight Financial Safeguards If Disaster Strikes

    In an emergency like a fire, hurricane, flood, tornado or earthquake, you may not be able to protect your home. But you can ...
  18. New Parents: A Financial Planning Checklist

    There are many areas of personal finance to consider throughout the journey of parenthood. Here are a few to review with ...
  19. The Short Guide to Insure Stock Market Losses

    First time stock investors may ask: is there any way to buy insurance on stocks to prevent losses?
  20. The Wealthy Spend the Most on Healthcare

    The wealthy are now spending more on healthcare than the poor and middle class. But why?
  21. Helping Clients Avoid Retirement Landmines

    Your clients may hold well thought-out retirement plans, but things happen that can disrupt—or even derail—them. Know when ...
  22. Jamie Zimmerman's Q1 Stock Moves: AGN,GILD

    Jamie Zimmerman of Litespeed Managmenet shifts her perspective on healthcare giants AGN and GILD in Q1.
  23. Aetna Gets Offers for Medicare Plans (CNC,WCG)

    Aetna getting interest from WellCare Health Plans and Centene for Medicare Advantage plans its trying to unload.
  24. Mistakes to Avoid When You Own Life Insurance

    How to avoid some common mistakes that can cause tax and inheritance problems when you own life insurance.
  25. Is Captive Insurance a Legitimate Tax Shelter?

    Captive insurance companies are legitimate tax structures, but pose risks as tax shelters. Still, they can have financial ...
  26. Pre-IPO Placement

    When a portion of an initial public offering (IPO) is placed with private investors right before the IPO is scheduled to ...
  27. Series B Financing

    The second round of financing for a business by private equity investors or venture capitalists. Successive rounds of financing ...
  28. The Top Tip for Financial Success: "Start Planning Early"

    The earlier you start planning and saving, the better your chances are of living the lifestyle you want.
  29. Prepare Your Finances to Handle Natural Disasters

    The Fort McMurray, Canada, fire is a reminder to take these easy steps to protect your financial interests from natural disasters. ...
  30. Medical Power of Attorney: Which Child to Choose?

    Don’t compromise for the sake of family harmony when you pick an adult child to fill this role. But be sure you fully explain ...
  31. What Is Credit (Receivables) Insurance?

    This type of insurance will reimburse your business if customers don’t pay their bills. It’s not cheap, but some companies ...
  32. Long-term Care: Traditional vs. Alternative Policies

    All long-term care policies have unique advantages and disadvantages. Here's an overview.
  33. Using Life Insurance to Help Provide for Someone With a Special Need

    Why and how to use permanent life insurance to help provide for a family member with a disability or special needs
  34. Real Estate Gets Its GICS

    A dedicated sector classification gives real estate securities the recognition they deserve.
  35. 7 Issues to Consider When Determining Life Insurance Coverage

    Seven issues to consider when buying life insurance to ensure the coverage is tailored to meet your personal financial situation. ...
  36. Life Insurance With an Increasing Death Benefit

    Why buy a life insurance policy with an increasing rather than level death benefit
  37. AARP Expects Massive Caregiver Shortage by 2020

    The AARP predicts that by the year 2020 there will be a big shortage in the number of caregivers available to help the elderly. ...
  38. Is Life Insurance A Smart Investment?

    Using permanent life insurance as an investment provides tax-deferred growth on interest, dividends and capital gains until ...
  39. The Art & Science of Claiming Social Security Benefits

    Find out more on the new rules about how you can claim Social Security benefits which will take effect on April 30.
  40. A Guide to Evaluating HSA Custodians

    You have options in choosing the manager of your HSA, even if the account is through your employer. What to look for in ...
  41. Indexed Universal Life: Flexibility and Safety

    A universal life insurance policy is a flexible form of permanent life insurance that offers the low-cost protection of term ...
  42. Income Relating: Now It Applies to Medicare

    You can retire, but you can never retire from income tax planning.
  43. How to Avoid Penalties When Postponing Medicare

    The rules and timing can be tricky; here's how to navigate them, without getting dinged by penalties.
  44. These Are the 5 Financial Products/Services the Ultra-Rich Care About

    Learn about the financial products and services that wealthy individuals make use of to cater to their planning and wealth ...
  45. Why HSAs Appeal More to High-Income Earners

    Health Savings Accounts are a good deal. But they're a better deal for some than for others. We parse how the plans work ...
  46. Can CareCredit be used for family members?

    Learn more about the available options that CareCredit offers to pay for out-of-pocket medical procedures with little to ...
  47. Avoiding The Modified Endowment Contract Trap

    To avoid MEC status, flexible-premium policies must cap the amount that can be paid into the policy over a period of seven ...
  48. Getting Through the Medicare Part D Maze

    Having trouble sorting through your prescription drug coverage options? Try these solutions to finding the right Medicare ...
  49. Why the Wealthy Should Buy Lots of Life Insurance

    Wealthy clients have an enviable problem — managing, preserving and growing wealth. Properly structured life insurance can ...
  50. How To Avoid Halloween Legal Issues

    Halloween can actually be a very dangerous holiday; learn about the pitfalls and legal liabilities.
  • Showing 1-50 of 154 items
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Hot Definitions
  1. Return on Market Value of Equity - ROME

    Return on market value of equity (ROME) is a comparative measure typically used by analysts to identify companies that generate ...
  2. Majority Shareholder

    A person or entity that owns more than 50% of a company's outstanding shares. The majority shareholder is often the founder ...
  3. Competitive Advantage

    An advantage that a firm has over its competitors, allowing it to generate greater sales or margins and/or retain more customers ...
  4. Mutual Fund

    An investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities ...
  5. Wash-Sale Rule

    An Internal Revenue Service (IRS) rule that prohibits a taxpayer from claiming a loss on the sale or trade of a security ...
  6. Porter Diamond

    A model that attempts to explain the competitive advantage some nations or groups have due to certain factors available to ...
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