When you plan your finances, it includes multiple short-term and long-term goals. These may include buying a house, planning ...

What’s the difference between term, whole, and universal life insurance, and how do you know which one fits your ...

Ultra-wealthy people use life insurance products to mitigate and defer taxes. The rest of us use life insurance as a safety net to take care of the people we love and worry about the most. Patricia De ...

Let's be honest, in our world of insurance and finance, we often operate in our lanes. However, something I've learned throughout my career is the immense power of connection, especially when it comes ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and ...

It seems as though most of the articles about life insurance that I read these days focus on planning for and selling life insurance to very wealthy people. The target market is primarily those with ...

With current estate-tax rules set to expire at the end of next year, life insurance could help heirs to some high net worth clients avoid bigger costs and payments to Uncle Sam in the future.

From estate planning to beefing up an emergency fund, pros say planning for life’s unexpected — and expected — events is key ...

The One Big Beautiful Bill Act signed by President Trump on July 4 will change the landscape for insurance planning, according to three experts who spoke at a webinar in mid-August. “Nothing in OBBBA ...

Variable life insurance is a permanent life insurance policy with an investment component. Learn more about how it works and ...