The Wellesley, Mass., division of
The program covers four estate planning strategies, including annuity maximization, the leveraged credit shelter trust, muni-bond alternative and stretch IRAs, the company said on Friday. It provides tools, information and marketing materials to help advisers work with affluent investors and baby boomers.
Sun Life Financial, which is based in Toronto, had $313.3 billion of assets under management at Dec. 31.
Startup life insurance brokerage launched in 2021 adds new capability as it expands its reach of carriers and agents using the service.
Four strategies for insurance companies aiming to leverage AI's potential.
El Nino, which brings dry and hot weather to Southern Africa, has decimated harvests of corn across the region.
Insurers embedding coverage in other venues are finding the practice adds risks, and agents point to their value for interpreting coverage to policy buyers.
Allstate found that customers who use Drivewise are 25% less likely to experience a severe collision than those who don't.
Geico, State Farm and Progressive ranked as top three overall in Keynova's Mobile Insurance Scorecard.
