Last week I met with a couple that had been referred to our office by their accountant. They were looking for a comprehensive retirement plan. While they had several millions in investments and real estate, that wealth had diminished by nearly 50% as a result of recent market volatility. Now they were concerned about their […]
(May 2007) At times, advances in medical science, diagnostics and insurance underwriting are at odds with one another. Consider, for example, cases involving genetic testing or full-body scans. Such tests are becoming more prevalent and can affect an applicant’s ability to obtain insurance at a standard rating for the rest of his or her life. […]