Someone in poor health or with medical problems should have an entirely different plan from a person who is healthy, said certified financial planner Carolyn McClanahan.
Financial planning, money management, and investments have traditionally been male-dominated and male-oriented. Even with women excelling in all fields of life and becoming increasingly independent, their financial planning still takes a backseat.
The Chartered Insurance Institute (CII) is looking to change the way it assesses the R06 financial planning practice unit in an effort to make the tasks more flexible and realistic.
Financial advisers need to understand what clients are looking to achieve and how to take them there and keep them always looped into the process.
ICICI Prudential Life Insurance has launched a long-term savings scheme called "ICICI Pru Sukh Samruddhi," which provides customers with benefits of guaranteed income, potential bonuses, and life cover for the policy duration.
Muang Thai Life Assurance (MTL) is tapping the elderly market with the launch of a new life insurance product "Silver Readiness by MTL".
Locally owned insurer Fidelity Life has launched Career connect, an education and skills programme that seeks to attract, train, and connect new recruits to the sector.
Age can impact how much your clients pay for life insurance. As they age, they become more at risk of dying, which in turn is a risk of payout for a term life insurance policy or can be fewer years they pay on a whole life policy.
A new study has found that most Singaporeans and Hongkongers approaching retirement welcomed professional financial advice, with 76% saying they have sought this out before making major financial decisions.
Being a first-time parent is an exciting experience that is followed by a new set of responsibilities. At times, these responsibilities can be both exhilarating and exhausting.
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