The chairman of the Finance Committee says the policies aid tax avoidance.
This remarkable solution to enhance retirement security is found in the most unlikely of places: life insurance.
A key question is, how much can your client afford to lose if disaster strikes?
This tax-saving tool an be a boon to some clients and a minefield for others.
The way to get extra value out of retirement portfolios is through income annuities, author Tom Hegna says.
Edelman said there are two demographic forces straining the wealth management industry: fewer advisors and more clients.
Financial services providers have come up with instruments aimed at heatstroke and lost wages.
The surge in sales came despite a slowdown in the second half of the year.
Limra said the decline in sales stems from consumers feeling less fearful about the pandemic.
Transamerica has debuted a new universal life insurance policy designed as a voluntary workplace benefit.
A new study has found that about 60% of Hispanics in the U.S. don't have life insurance.
A Senate committee is scrutinizing the use of private placement life insurance to lower taxes for the wealthy.
The brainchild of insurance executive Robert DeChellis, Bonsai enables advisors to holistically manage a client's wealth.
Underwriting standards appear to be getting tougher.
Limra said the Covid crisis has spurred more Americans to seek life insurance coverage.
The group argues that the new DOL rule merely repackages the one previously thrown out.
More than 1,245 Merrill Lynch advisors have earned financial gerontology certificates.
It's time to revisit a common and popular estate planning tool.
But the high cost is still the biggest barrier to purchase, a new survey says.
Estimates for clients' lives might be too out of date for their retirement plans.