Three key questions to consider before making a sale.

The conventional wisdom of what 'whole life' is and how it works is often far from the truth.

Capturing unrecognized value in insurance policies.

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

Robert DeChellis and Frank Porcelli have launched Bonsai to focus on an asset/liability approach and broader access to insurance, annuities and business valuation tools; execs plan to start with a handful of acquisitions of sub–$1 billion firms.

A holistic approach eases HNW investors' concerns to allow them to take more risks in pursuit of higher returns.

Interest in estate tax liquidity may recede for now, but interest in insulating exposed plans should snowball.