Picture it, your client has been coasting on the same life insurance policy for a few years and has had no concerns or complaints. No need to rock the boat by reevaluating the policy, right? Wrong....

This article was originally published to Financial Advisor Magazine. In August 2016, the University of Michigan began what has now become a trend when they offered a split-dollar life insurance...

Coordinating an insurance analysis can be intimidating unless you have the right team of experts. Refer to the four examples detailed below that illustrate how portfolio management, underwriting...

How Advisors Are Leveraging Life Insurance to Solve These 15 Common Problems In complex estate and business planning, there are many difficult situations that may arise. Life insurance can often be...