Insurance can help affluent families with estate planning, tax mitigation and building a legacy for future generations ...

Life insurance is a vital component of an HNW wealth management strategy. When properly structured, it can quickly generate liquidity, ensure business continuity, protect families and support ...

The strategic use of life insurance helps equalize inheritances, provide immediate liquidity for tax bills and more ...

Investment strategy may become an increasingly important differentiator for life and annuity insurers as sales increase.

For decades, life insurance conversations followed a familiar sales template: Calculate the need, discuss the beneficiaries, and explain how the death benefit protects their loved ones “if something ...

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 ...

Life insurance is widely misunderstood. People generally don’t like it. They look down upon it — don’t want to talk about it.

The election’s over. The Republicans ran the table. Now, agents who were preparing to meet with clients to discuss the “either-or” approach to sunset planning described in “Helping Clients Plan Their ...

Issues around financial security are deeply personal, especially when life shifts unexpectedly around you. For me, that moment came when my company relocated me from Hong Kong to New York City. My ...

In preparation for their Health and Demography Conference next week, The Geneva Association’s latest report, "Insurance and the Longevity Economy: Navigating Protection in the Era of 100-Year Lives," ...

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