Life Insurance
What Makes a Good Life Settlement Prospect?
By Robin S. Weinberger and Peter N. KatzUniversal life policies tend to be more attractive than whole life policies.
September 28, 2026
3 Common Mistakes in High-Net-Worth Annuity PlanningOne has to do with focusing too much on the client's own income.
September 26, 2026
When Life Insurance Becomes More About the Projection Than the ProtectionThe author wants advisors to think harder about the ultimate goal of the planning.
September 09, 2026
The American Dream Is EvolvingThe author makes the case that typical retirement savers now favor protection over growth.
September 09, 2026
The Term Life Cliff Nobody Put on the CalendarWhat people in their 50s really need may look different to people who are 55 than to people who are 35.
September 01, 2026
Special Needs Plans Are Driving Medicare Advantage GrowthThe hot plans on the menu right now are the ones with a narrow focus.
August 20, 2026
Why Every Client Should Look at Life Insurance Through a Personal LensAn estate planner thinks about her own family.
August 20, 2026
Building Leaders, Not Just HeadcountA top field officer has ideas for developing the next generation of advisors.
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