Tax

The Big Beautiful Bill: What Financial Advisors Must Know to Serve Clients in 2025 and Beyond

July 7, 2025

Retirement

Demystifying LIRPs: A Powerful Strategy for Tax-Free Retirement Income

May 15, 2025

Indexed universal life insurance

How Indexed Universal Life Insurance (IUL) Works

August 29, 2023

Business

IUL or Roth IRA; Which is Best for You?

August 1, 2023

ag49

AG 49-B (Actuarial Guideline 49-B) and 2023 IUL Products

May 15, 2023

How to Utilize Life Insurance in a Section 162 Executive Bonus Plan

November 28, 2022

GUL

Stop Selling Term Life Insurance!

October 28, 2022

Which type of policy is best for a Life Insurance Retirement Plan (LIRP)?

September 21, 2022

Business

Split Dollar Plan Utilizing Life Insurance [2022 Update]

August 5, 2022

Business Owner

3 Ways Business Owners Can Utilize Life Insurance [2022 Update]

June 8, 2022

Business Owner

Top 3 Tax Strategies for Business Owners [2022 Update]

April 1, 2022

Money

Where Do Your Clients Want Their Money to Go?

February 18, 2022

Finance

New Opportunities Arise as IRS Announces 401(k) and IRA Limits for 2022

January 28, 2022

Life Insurance

Top IUL Strategies for Pre-Retirees [2022 Update]

January 14, 2022

Life Insurance

Life Insurance for Middle-Income Families

November 19, 2021

Life Insurance

Whole Life has made a comeback – is Guaranteed IUL a better choice?

November 14, 2021

Premium Financing Made Easy: A New Turn-Key Strategy

October 20, 2021

Mitigate Capital Gains Tax with Life Insurance

September 14, 2021

Business Owner

3 Ways Business Owners Can Utilize Life Insurance

August 30, 2021

iul

How S&P MARC 5% (er) May Impact IUL Products

August 5, 2021

Business Owner

Principal Financial to End Individual Life and Annuity Sales

July 19, 2021

How to Efficiently and Effectively Write Life Insurance

June 29, 2021

Tax

Life Insurance May Mitigate Biden's Capital Gains Tax Increase

April 27, 2021

iul

MEC Limits Doubled This Month [Now We Can Illustrate Them]

April 11, 2021

Life Insurance

Top IUL Strategies for Pre-Retirees [2021 Update]

March 7, 2021

Finance

Presenting Life Insurance During COVID-19, Tips for Video Conferencing

February 7, 2021

Life Insurance

Top 3 Strategies for Individuals in Accumulation Phase [2021 Update]

January 31, 2021

HUGE Win for Life Insurance; MEC Limits Have Doubled in CA Act of 2021

January 26, 2021

Planning

Issues that May Arise from Pure Death Benefit Products [IUL vs GUL]

November 30, 2020

Business Owner

Business Owners Aren't Saving Enough [2020 Retirement Update]

November 15, 2020

Key Person Insurance

Business Owners Should Consider Key-Person Insurance

November 8, 2020

Finance

2020 Election Exposes Economic Concerns

November 4, 2020

Life Insurance

Opinion: Insurers Axing External Wholesalers ,Blaming COVID-19

October 21, 2020

Planning

Biden's Plan to Overhaul 401(k)s

October 8, 2020

life agent

Class Action Lawsuit regarding IUL multipliers

September 22, 2020

Insurance

Life Insurance Awareness During COVID-19 Pandemic

September 17, 2020

Business

Advisor's Guide to Life Insurance for Business Owners

September 10, 2020

Business

2020 update of AG49 (AG49A)

September 2, 2020

Policy Audit

How is My Life Insurance Policy Performing?

July 27, 2020

Young Professionals

Guide for Young Professionals Life Insurance Needs

July 14, 2020

Optimizing Your Life Insurance Death Benefit

July 8, 2020

Now Is The Best Time To Buy Life Insurance

June 22, 2020

Life Insurance

Selling Indexed Universal Life Insurance

June 15, 2020

Split Dollar

Split Dollar Life Insurance Taxation

May 25, 2020

Retirement

Do You Have the 'Right' Amount of Life Insurance?

May 19, 2020

term life insurance

What Happens When a Term Life Insurance Policy Matures?

May 18, 2020

executive bonus plans

Executive Bonus Plans Taxation

May 13, 2020

Universal Life Insurance

What Happens When a Universal Life Insurance Policy Matures?

May 8, 2020

The Best Age To Get Life Insurance

April 23, 2020

The Financial Blind Spot

April 17, 2020

Retirement

Benefits of Deferred Compensation Plans

April 7, 2020

Life Insurance

Single Premium Indexed Universal Life

April 3, 2020

Life Insurance

Cash Value Life Insurance vs. Term Life Insurance

March 24, 2020

term life insurance

Myth of Buy Term Insurance and Invest the Difference

March 23, 2020

living benefits

Death Benefits vs. Living Benefits

March 16, 2020

Facing Market Volatility

March 15, 2020

The Corona Virus Effect on Life Insurance

March 15, 2020

Life Insurance

Funding a Buy-Sell Agreement With Life Insurance

March 9, 2020

Life Insurance

Wealth Transfer Planning

March 6, 2020

premium financing

The Definitive Guide to Premium Financing

January 8, 2020

insured family legacy

Insuring Your Family's Legacy

December 20, 2019

marginal tax rate

Marginal vs Effective Tax Rates

December 13, 2019

Life Insurance

How The Death Benefit Works With Life Insurance

December 5, 2019

Life Insurance

How Does Indexed Universal Life Insurance Work?

November 26, 2019

cash value life insurance

Selling IUL

November 15, 2019

Life Insurance

Does Life Insurance Affect Estate Planning?

October 31, 2019

Life Insurance

Life Insurance For Executive Bonus Plans

October 29, 2019

Life Insurance

Is Cash Value Life Insurance Taxable?

October 24, 2019

Life Insurance

Choosing the Right Cash Value Life Insurance for Your Clients

October 23, 2019

Business

Split Dollar is Back

October 18, 2019

Business

Use Indexed Universal Life in a College Fund

September 24, 2019

Insurance

5 Reasons High Net Worth Individuals Need Life Insurance

September 24, 2019

Finance

Annuities vs Life Insurance

November 27, 2018

Insurance

Indexed Universal Life vs Whole Life Insurance

October 16, 2018

Finance

Life Insurance as an Asset Class

May 22, 2018

Business

Qualified vs. Non-Qualified Plans Under the TCJA

April 19, 2018

Life Insurance

Tax Benefits of Life Insurance

April 10, 2018

Business

Business Owner Exit Strategy

March 26, 2018

Business

Business Owner & Employee Retirement Planning

March 6, 2018

Uncategorized

Deciding Trust Distribution: Goals, Priorities & Purpose

February 1, 2018

Business

Life Insurance for Young Consumers

November 16, 2017

Business

The Impact of AG49

November 15, 2017

Business

Planning A Wealth Transfer

November 15, 2017

Finance

The True Cost of Life Insurance

November 15, 2017

Finance

Indexed Universal Life vs. Whole Life; Which is best for your client?

November 15, 2017

Finance

Why you Shouldn’t Buy Term Insurance and Invest the Difference

November 15, 2017