Drain the Usual Suspects: Can Overfunded Life Protect HNW Clients from Coming Tax Rises?
We stand at the tree line, all silent for a moment, waiting to cross the fateful valley. I’m not talking about Faulkner’s fantasy...
Read moreWe stand at the tree line, all silent for a moment, waiting to cross the fateful valley. I’m not talking about Faulkner’s fantasy...
Read moreIrrevocable Life Insurance Trusts, or ILITs, are a wonderful way for clients with complex estates – or difficult heirs – to manage...
Read moreI like the way I earn my living, writing and editing, but some days I feel that remaining in bed, head firmly covered, seems the...
Read moreFor most young, single women life insurance is not on the radar. Health insurance of course, and maybe renter’s insurance. But...
Read moreSometimes, life insurance can do more than protect your family in the event of your unexpected death. It can also help you in...
Read moreSome 37.5 million U.S. households have no life insurance coverage at the moment, and nearly half of all households are...
Read moreMany retirement investors might not immediately think of buying life insurance for a 401(k), it can be a viable option. Buying life...
Read moreToday we hear from Lisa Rehburg, president of Rehburg Life Insurance Settlements. She discusses the tragic case of two clients: a...
Read moreMost people see life insurance primarily as a way to protect a family from loss of income should a breadwinner die. That...
Read moreOne thing about the wealthy: they usually own a lot of stuff. We aren’t talking about knick-knacks and souvenirs – we mean valuable...
Read morePermanent life insurance, or whole life, is a financial product that generates some controversy. It used to be that it was promoted...
Read moreThe Internal Revenue Service recently announced that life insurance providers are free to introduce new standard mortality tables...
Read moreThe latest news on the 2017 Commissioners Standard Guaranteed Issue Mortality table, approved for use back in 2018, suggests a...
Read moreTexas Tech University, which made it to the NCAA National Championship Game this spring, has agreed on new contract terms for Red...
Read moreTerm life insurance policies are often misunderstood by customers, in terms of their purpose and perceptions of how much it should...
Read moreThere’s no shortage of articles discussing the failings of universal life insurance. But there’s very little discussion of what’s...
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