Does Your Client's Estate Plan Need Tax Insurance?
By Gary Blitz and Jessica HargerWhile tax insurance is widely used in M&A transactions, it can play a similar role when estate plans veer off track.
June 03, 2021
How Does Regulation BI Impact Life Settlements?Life settlements are not securities, but the author makes the case that concerns about conflicts of interest apply.
June 02, 2021
What the Life Settlement Industry Can Learn From the NFT CrazeThe author makes the case the life insurance policies can be as difficult to value as fine art.
June 01, 2021
8 Reasons Why Prospects Should Do Business With YouBecause you need them. And because they need you.
June 01, 2021
The Life Settlement Market Passed the TestSome investors cashed out in the early days of the pandemic, but the life settlement funds kept going.
June 01, 2021
Investing in a Rising Rate EnvironmentLooking at fixed income, equities, REITs and more, here's what to focus on that's within your control.
May 28, 2021
Honoring Advisors Who Serve(d): Memorial Day, 2021Here are stories of veterans in the advisory world, told in their own words.
May 27, 2021
How to Help Clients Avoid Capital Gains TaxesBiden has proposed higher capital gains tax rates. Advisors can help their clients reduce or avoid such taxes.
Commentary