“I never thought something like this could happen to us," he said. "These policies were sold to us as part of a retirement ...
Life insurance trusts, particularly irrevocable life insurance trusts (ILITs), can minimize estate taxes and protect your ...
If your clients own life insurance or annuities they may soon be at risk for losing all the money they’ve put in. That dire warning comes from Larry Rybka, chairman and CEO of Valmark Financial Group ...
Sometimes we find amazing win-win opportunities in life. For consumers as well as insurance and financial professionals, Life Insurance Awareness Month is a great example. Life Happens created LIAM ...
Sometimes it’s best to play the surprise card. Surprise can be the first step not just in creating memorable moments but also in encouraging action. Corebridge Financial recently published research ...
Since the passage of the One Big Beautiful Bill Act, I’ve been watching how estate planners, tax advisors, investment advisors and life insurance agents are adapting their messaging in response to ...