Direct and indirect changes create new and interesting life insurance planning opportunities.

Lighten the financial burden for high-net-worth individuals who wish to pass on their assets to their children.

By scratching under the surface, smarter decisions can be reached.

Two issues came to the fore in 2017.

Wall Street buyout firms are making bets on annuities.

Questions should be raised now with any charitable gift of life insurance.

Clients must understand that they’re up against a multi-trillion dollar industry.

How to talk to your clients about the idea of selling their life insurance policies.

Clients and advisors need to fully understand the inherent risks of the transaction.

First understand the opportunity, the product and the loan.