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.

Insurance products need not be "one size fits all."

Despite raising capital from investors for six years, Fraud Guarantee never developed any insurance products or sold policies to investors and never generated any revenue, according to the SEC.

The time value of money.

A major boon for PPLI policies.

The digital estate planning platform's leadership team will remain intact. NGL CEO Knut Olson says the deal is an "investment, not an integration."

The investment in David Lau's firm demonstrates confidence in the market for commission-free annuities in the RIA channel.