Roughly half of Americans have life insurance. Fewer people own policies that will last beyond their current jobs. Is that a bad thing?

Life insurance can help secure the financial future of a child whose functional needs may require ongoing assistance. But to ensure your child also remains eligible for important government benefits, ...

A client, whom we’ll call Lou, is meeting with his life insurance agent, estate-planning attorney and tax advisor. They’re talking about the 2025 tax law sunset, how it could impact Lou’s tax position ...

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

Insurance and financial plans go hand in hand. Used together, they can ensure that clients are not only protected in the event of unforeseen circumstances but also positioned for long-term financial ...

Discover why financial advisors offer life insurance as part of financial planning, benefiting clients by integrating insurance and wealth protection strategies.

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

The One Big Beautiful Bill Act signed by President Trump on July 4 will change the landscape for insurance planning, according to three experts who spoke at a webinar in mid-August. “Nothing in OBBBA ...

The One Big Beautiful Bill Act that President Trump signed on July 4 changes the landscape for insurance planning, according to three experts who spoke at a webinar earlier this week. “Nothing in ...