Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

You know what they say: if you don't like sales and marketing, you're not cut out to be an insurance agent. Well, I'm here to tell you that's not totally true. Sure, plenty of people don't want to be ...

Truist's agreement to offload the rest of its insurance business comes just weeks after it announced a $70 million deal to sell an asset-management subsidiary. Both moves are part of the bank's ...

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In the late 1990s, the Supreme Court's decision in Barnett Bank of Marion County, N.A. v. Nelson, and congressional passage of the Gramm-Leach-Bliley Act, tore down restrictions that had blocked banks ...

In today’s complex business landscape, advisors play a vital role in guiding business owners through critical transitions, and succession planning is paramount among business owners’ concerns. While ...

In a recent case owners of a closely held business got bad news. It is common to have a closely held business own life insurance on the owners (e.g., shareholders if it is a corporation). When an ...

Cross-selling is a cornerstone of effective insurance sales, offering significant opportunities to enhance client relationships and meet critical needs. One such opportunity that often gets overlooked ...

Some call such financial advisors bad brokers; some liken them to cockroaches. They come in all shapes and sizes, but new research shows that a default career path is selling insurance, particularly ...