An open letter to an indexed universal life policy owner.

A policy can be highly customized, but make sure it’s built for the right party.

COVID-19 has forced clients and advisors to reexamine potentially antiquated techniques and consider new avenues.

The importance of conservative assumptions.

Does the pandemic constitute a 'natural disaster?'

Many policyowners and advisors ignore cost basis to their own detriment.

Factors to consider to identify the product that meets your client’s needs

Changes to IRC Section 7702 encourage stability and reduce risk for permanent life insurance

The policy owner solely bears the responsibility for a lapsed policy.

Three steps to help clients who discover unexpected treasure.