Please provide your email address to receive an email when new articles are posted on . Real estate and life insurance offer the ability to perform tax-free exchanges. Real estate and cash value ...

In the right situation, a life settlement is a win-win. You fulfill your fiduciary responsibility by helping your client maximize the value of a life insurance asset. And your client frees up funds to ...

Imagine the moment you discover that your life savings—painstakingly accumulated over decades—are suddenly at risk due to an unexpected lawsuit or a geopolitical event. Unfortunately, I’ve witnessed ...

Should the proceeds of a life insurance policy taken out by a corporation on a shareholder be considered a corporate asset that raises the value of the company for calculating estate taxes? Or are ...

“Unless there’s a need for liquidity, we don’t want our clients putting money into permanent life insurance. We want that money here as assets under management.” I first heard that said over 30 years ...

Variable life insurance is a permanent life insurance policy with an investment component. Learn more about how it works and ...