Use a loan strategy permitted by Treas. Regs. Section 1.7872-15.

As part of an asset review process, an advisor recently asked us to complete valuations on three life insurance policies owned by his client to identify available options that might create liquidity to meet other insurance needs and financial...

MetLife said goodbye to its insurance agents this week, with the announcement to sell its Premier Client Group to MassMutual for about $300 million. The move could lead other insurers to divest their captive broker/dealers, as they focus their...

Although recent tax law changes have alleviated some of the need family businesses have for liquidity at death, life insurance still has a key role to play in succession planning.

MetLife is in discussions to sell its U.S. advisor force to MassMutual Financial Group, the company announced Thursday morning. No timetable has been set for an agreement, MassMutual said in a statement. MetLife has 4,000 advisors, according to...

In response to the rash of high-profile data breaches in the past several years, companies are increasingly looking to procure cyber liability insurance to help offset some of the potential risk. Interestingly, since to retain coverage under most...

Only the most affluent households can afford to pay out of pocket, and private long-term care insurance covers only about 7.4 million people

Betterment CEO Jon Stein. Betterment for Business, the automated investing service’s foray into the 401(k) market, officially went live Wednesday with a group of 50 plan sponsors and participants. Boxed, a wholesale shopping app that signed up...

Taking the leap into smart beta. OppenheimerFunds announced that it's diving into the world of smart beta with its new Factor Weighted ETFs. Securities are weighted on the basis of top line revenue, which OppenheimerFunds said more closely ref...

Are college athletic departments a new growth area for insurance agents? ...