Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
5 Simple Explanations for Insurance Terms
By Bryce SandersDitching the jargon can help create "aha" moments for prospects.
March 05, 2024
Distributors Expect Life Sales to Grow Faster Than Annuity SalesParticipants in a LIMRA-NAILBA survey think demand for estate and trust services will soar.
March 01, 2024
4 Ways to Help Trust Beneficiaries Feel TrustedTrust fund guardrails can, over time, lead to unintended predicaments for inheritors and their families.
February 29, 2024
SEIA Names New Director of Estate and Tax PlanningApril Rosenberry will be responsible for elevating the client experience and expanding support resources for advisors.
February 29, 2024
5 Ways to Protect Clients' Families Against Disappearance RiskThe story of the couple that went missing on a yacht in Grenada reveals a common planning gap.
February 23, 2024
Estate Planning Is 'The Next Frontier' for Advisors: Steve Lockshin"This is true for anybody who has any wealth at all," the Vanilla founder tells ThinkAdvisor.
February 21, 2024
Axcelus, John Hancock Top the Senate Finance Private Life RankingsRon Wyden, a critic, surveyed seven providers and collected data on the ultra-high-net-worth clients' policies.
February 20, 2024
LPL Expands HNW Program, Drops Asset MinimumThe firm is eliminating a $5 million investable asset minimum for HNW specialty services.