It involves a variety of methods and analytical assumptions

Private placement life insurance may provide many advantages for your clients

Chances are your clients are dissatisfied with low-rate fixed annuities and dislike the fees and equity risk of variable annuities...

Clients may have misguided assumptions about what they can do with their policies and education is important in helping them keep their policies in good shape

Copyright Bryan Thomas, Getty Images The S&P 500 continued to reach record highs in November, leading many to speculate whether the market had rallied too much, too fast. Looking at historical data, Duru Ahanotu, founder of Ahan Analytics, says ...

Assisting high-net-worth clients with tax-efficient wealth transfer

“First-to-die” insurance can protect partners from cash flow issues when the first of the insured passes away.

In the investment industry, everything pales when compared to a liquidity event for a client that triggers a world of new investment possibilities.  But the harsh reality is that too many advisors and financial planners are overlooking the...