Decoding Insurance Jargon

Kellan Finley, Managing Director, Insurance Decisions

Clients are often confused by many of the terms stated within their insurance policies. To help, here are some of the most commonly used insurance jargon they are likely to encounter, and how to clearly explain what each of these really means..Read More »

A Case Study for RIAs: Why it Pays to Have Your Clients’ Insurance Plans Reviewed by an Expert

Kellan Finley, Managing Director, Insurance Decisions

A Registered Investment Advisor based in New York City who caters to high net worth individuals with a total of $290M AUM, recently referred a client to us for a thorough review of his insurance portfolio to ensure that he was being adequately covered...Read More »

Generational Wealth Transfers: How to Keep Your Clients

Kellan Finley, Managing Director, Insurance Decisions

Financial advisors often run into problems caused by generational wealth transfers. Traditionally the head of household was in charge of finding an RIA to help him or her make important financial decisions for the family. A problem arises, though, if the head of household dies; if there is no relationship tying the remaining members of the family to their financial advisor, they are likely to seek out their own. That is why it is in the best interest of an RIA to know everyone in the family he or she represents, and to form a relationship with each member...Read More »