Life Insurance
Gray Sheeting and a Key Person Policy
By Wm. Scott PageA policy appraiser looks at what can go wrong when the insured executive leaves.
March 24, 2022
Why Your Tax Refund May Be Bigger This YearRecent statistics show tax refunds for 2021 are running 13% higher than for 2020. Here's why.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."
March 23, 2022
COVID-19 and Long-Term Care Insurance OperationsThe effects of the pandemic are still with us.
March 23, 2022
Time Is on Group Long-Term Care Insurance Sellers' SideThese days, the average age of a typical employer group is over 45.
March 22, 2022
How to Grease the Long-Term Care Planning GearsSomehow, we have to get this wheel turning.
March 22, 2022
How to Safely Cash In on Your Home Equity WindfallIs it safe to use your home as an ATM, especially as fears of a recession loom? And, if so, what steps should you take?
Commentary