For the vast majority of wealthy clients with assets now below the estate tax exemption amount, insurance will play an important, but different, role

MetLife’s recent sale of Walnut Street and Tower Square is just the latest sign that insurance firms aren’t in the IBD business to stay.

Tools to evaluate life insurance policies for ILIT administrators and others

OK, now what?

These clients must now embrace the permanence of higher estate taxes and the challenging search for tax deferral

Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you.

For advisors, it pays to insure a client’s valuable collectibles, like antiques, rare toys, ceramics or wine; but it’s crucial to find reputable appraisers and carriers.

Annuities can get a bad rap, but used correctly they can play a central role for clients who both want to leave money to heirs and also ensure they themselves will never run out of income, according to a recent academic study.

Clients torn between leaving money to heirs or buying an immediate annuity? Here’s how to help them decide.

New rules, low interest rates, court cases and IRS decisions all affected the insurance industry in 2012 and will continue to have repercussions in 2013