The following is a guest piece by Zerlina Jackson and Evan Finkelstein of New York Life. Opinions are the author’s own. Providing trusted and in-depth information for customers has always been a top ...

Angelica Leicht is the senior editor for the Managing Your Money section for CBSNews.com, where she writes and edits articles on a range of personal finance topics. Angelica previously held editing ...

In “Is Your Marketing Message Missing the Mark?” I observed that agents in the middle market who use estate planning as a pathway to sales were wasting their time. That’s because the merely well-to-do ...

Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Vikki Velasquez is a researcher and writer who has managed, ...