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.

Marrying income and gift tax efficiency.

Are all discounts beneficial?

Insurers’ home-grown funds now oversee more than $25.3 billion, up from just $1.9 billion five years ago.

Do you have all the information you need to properly advise your clients regarding their estate-planning life insurance needs?