In today’s complex business landscape, advisors play a vital role in guiding business owners through critical transitions, and succession planning is paramount among business owners’ concerns. While ...

Closely held businesses routinely use life insurance to fund buy-sell obligations when an owner dies. The logic is simple: the company or surviving owners need liquidity to effect redemptions or ...

We’ve recently received a handful of inquiries regarding the placement of sell-side reps and warranties insurance (RWI) policies. Given the relative rarity of these policies compared to their buy-side ...

If you’re reading this, you’re probably asking yourself, “Can I sell my life insurance policy for cash?” Let’s dive into why you might want to do this, along with the pros and cons. When you purchase ...

Life insurance for the affluent offers tax-free inheritance, investment growth, and wealth protection. Discover these financial strategies to maximize your estate.