In my article “Life Insurance Policy Themes for 2023,” I suggested a tweak in what I called the “discourse” among agents and others in the life insurance business. The tweak was to talk less about why ...

When an individual is diagnosed with an advanced-stage illness, there is a great deal of planning that follows – from weighing various treatment options and informing loved ones to preparing ...

So-called “advanced” life insurance planning is focused largely, but not exclusively, on providing estate tax-free liquidity at the lowest possible income, gift and generation-skipping transfer (GST) ...

Frank Seneco is founder and president of Seneco & Associates Inc., an advanced life insurance boutique in New Haven, Connecticut, catering to the exceptionally wealthy. Seneco has been providing ...

In an industry traditionally governed by legacy systems and manual processes, Sridhar Reddy Kakulavaram stands out as a transformative leader, spearheading the integration of Artificial Intelligence ...

You may be able to extend your current policy or buy a new one Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Eric ...

Life insurance can be a powerful solution for some of the needs and wants of wealthy families. It can be used to address inheritance taxes, provide cash in the future and address several business ...

Term life insurance is usually the simplest and cheapest policy you can buy. That's because it's only in force for a set period — generally between 10 and 30 years — and it doesn't have a cash value ...