Either type can use annuities, but regulatory conduct expectations differ between the two. Or do they? Should they? And where can financial professionals get unconflicted guidance on these questions? Lastly, what on earth might Bill Murray have to...
A prime example of a sophisticated strategy where advisors, attorneys and life-insurance professionals can work together to add value. Just don’t discount how things could play out in real time.
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?
