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2025: Taxing decisions due

Most of the 2017 Tax Cuts and Jobs Act is set to expire at the end of 2025. In particular, the estate tax exemption will return to pre-2017 levels. Will Congress act first?

Indexing the market: Driving life, annuity sales

Indexed products are leading the way in the life insurance and annuity space. But critics continue to complain about misleading illustrations and complex products. Where do we go from here?

A dynamic duo — Judith and Simone Lee

Judith Lee is living her American dream while her daughter Simone is helping her build a practice dedicated to serving those who are building their own dreams.

What’s next for retirement income security?

Insurers argue that the fiduciary rule limits choices for retirees and might make it more difficult to sell annuities and other retirement planning insurance products.

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ICHRAs: A choice for small employers

Individual coverage health reimbursement arrangements represent a sliver of the group health market, but that segment is poised for growth.

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