The IUL marketing insurance companies sell the agents, who in turn, sell the public, doesn’t sit well with me.
I’ve never once received a donation from a DAF. People in my line of work rarely attempt to approach DAFs because they’re perceived as a dead end.
A bipartisan 'Dear Colleague' letter from members of the Ways and Means Committee highlights the effectiveness of donor-advised funds.
For many HNW clients, an additional passport is like a nontraditional insurance policy that’s better to have and not need, than need and not have.
Tax season is gearing up to be a major headache for financial professionals.
Does it really matter that a billionaire hasn’t disclosed the recipient of history’s second-largest charitable gift?
Former Denver Broncos owner Pat Bowlen left ownership of the NFL team to three trustees. They're tasked with finding the next owner of the team, which may or may not be one of Bowlen's children.
