Discover how ROE, P/B ratios, and other key metrics can help you value insurance companies for better investment decisions.
Discover how recoverable depreciation in home insurance covers replacement costs, impacts claims, and ensures full recovery of your belongings' value.
LPL Financial Holdings has entered an agreement with Simplicity Group to expand its insurance capabilities for advisors. LPL will transition its LPL Insurance Associates business to Simplicity to ...
A recent case demonstrates the impact that a stock-purchase agreement and life insurance can have (or not have) on the valuation of a closely held company for estate tax purposes. Before diving into ...
Ping An's insurance businesses are showing recovery, but current market capitalization matches SOTP valuation, indicating limited upside potential. Life & Health segment has stabilized with improving ...
When it comes to commercial real estate, nothing has been constant or predictable since the pandemic. The costs of materials, labor and code-driven rebuilding have been uneven since 2020. But many ...
Succession planning for closely held business owners has always carried estate tax risks, but the Supreme Court's 2024 decision in Connelly v. United States has made those risks more costly (to the ...
If your house is worth more than $750,000 or more, you almost certainly want to consider getting high-value home insurance (HVHI). This is a high-net-worth category of home insurance specifically ...
In a case of first impression, the Tax Court has held that where taxpayers purchased a life insurance policy on their lives from their profit-sharing plan, they could not reduce the taxable value of ...
Cash value life insurance is a type of permanent life insurance that uses your monthly premiums to build value within the policy. Cash value life insurance combines the benefits of life insurance with ...