Over the past four years (2021–2024), life settlements have delivered hundreds of millions of dollars in value to policyowners, often 6x more than the cash surrender value (CSV).
Life settlements create opportunity, mitigate risk, and deliver value for you and your aging clients.
For decades, financial professionals have relied on a trusted set of tools to help clients manage risk, plan for retirement, and navigate life’s financial transitions. But what happens when one of the most valuable personal financial assets, a life insurance policy, stops serving its original purpose or is no longer needed?
For financial professionals working with business owners, navigating the intricacies of succession planning can be daunting.
Allianz Life Insurance Company of North America leads the way with Index Lock, an industry-first indexed universal life (IUL) insurance feature.
As financial products grow more complex and customer expectations rapidly evolve, innovation must be more than a slogan—it’s a necessity.
In an increasingly unpredictable market, the old playbook of chasing past performance just doesn’t cut it anymore. Indexed universal life insurance (IUL) has long been a powerful tool…
Actionable insights, innovative strategies, and exclusive tools to help you serve clients better and grow your business.
By focusing on what matters—product, distribution, and process—Ibexis is delivering speed, simplicity, and value like never before.
In today’s crowded FIA landscape, success isn’t about offering the most—it’s about offering what’s most meaningful. That philosophy guided SILAC Insurance Company’s recent redesign of its fixed indexed annuity (FIA) lineup…
The life division at Sammons® Financial Group, comprised of Midland National and North American, has always supported policies in the advanced sales space.
If you are a financial professional, chances are you’re getting questions from clients about navigating this period of uncertainty.
Clients in the accumulation or income phase of retirement? It matters when you’re building a smart strategy for the future….
Shifting demographics among both financial professionals and investors, and advancements in technology and product platforms are transforming the wealth management landscape.
Trust is the foundation of any successful relationship. Those in the financial services industry know that when individuals place their financial security in the hands of an insurance company, they seek the assurance that promises will be kept.
For nearly the last decade, financial markets and the global economy have marked both unprecedented highs and catastrophic lows.
LifeShield offers a reliable partnership to help insurance agents guide clients in making informed decisions about their healthcare coverage.
MDRT study groups focus on the holistic development of each member—not just business skills, but personal growth as well.
In today’s financial landscape, optimizing income strategies for tax-deferred accounts is more crucial than ever. With rising national debt and escalating tax rates, financial professionals must leverage efficient tax mitigants to help clients navigate retirement planning.
Increased customer awareness and digital transformation drive a positive outlook for the term life insurance industry.
