Insurance

What direct recognition is and what it’s not.

There's trouble ahead for certain irrevocable life insurance trusts.

NFP says it is realigning the company to better showcase growing wealth management and retirement plan offerings, attract new talent and deliver "holistic" financial planning.

Either type can use annuities, but regulatory conduct expectations differ between the two. Or do they? Should they? And where can financial professionals get unconflicted guidance on these questions? Lastly, what on earth might Bill Murray have to...

Capturing unrecognized value in insurance policies.

The client has an ILIT and doesn’t like it—what can you do?

There’s a way through the maze.