Life Insurance and Wealth Managers

Life Insurance and Wealth Managers

Last year Russ Alan Prince wrote an outstanding article for Forbes about the integral role life insurance has within wealth management practices. As he mentions, almost 80% of wealth managers within multi-family offices have turned towards outsourcing life insurance expertise, largely due to the specialized knowledge that this field requires. At the same time, the financial…

confidential information

10 Ways to Prevent Confidential Information from being Hacked

Are you worried that your confidential information might be hacked? You should be. Government servers and private companies alike face almost constant threat. TalkTalk allowed access to the confidential details of 150,000 customers, the Ashley Madison dating site had many of its client profiles leaked, and Anthem, one on the nation’s largest health insurers, saw…