Each October, National Estate Planning Awareness Month encourages families, business owners, and financial professionals to revisit the strategies that safeguard wealth and ensure smooth…
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Life can get expensive. Rising living costs, healthcare expenses, and midlife pivots—such as a career change, early retirement, or supporting a family member—can all…
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The Connelly decision has changed the landscape of business succession planning, prompting producers to reexamine how buy-sell agreements funded with life insurance are structured.…
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Life changes. So should your clients’ strategies. A life insurance policy purchased years ago may no longer fit a client’s needs. Maybe the kids…
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A growing number of Americans are feeling optimistic about their retirement prospects, but this confidence is mixed with anxiety. The 2025 Retirement Confidence Survey…
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With Republicans in control, most people assumed that many of the temporary provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) would…
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Most taxpayers are thrilled to receive unexpected income—until they calculate the impact it will have on their tax bill. Over 3 million Americans will…