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Life insurance can shield your estate

December 1, 2025 Life No comments.

State estate tax bills can threaten the inheritance of a home, family business or other assets.

Read more
November 1, 2025

How life insurance closes the financial confidence gap

Life insurance builds security amid consumers’ financial concerns.

October 1, 2025

Surprise your clients – with life insurance!

Clients and prospects may not know how powerful life insurance products can be.

September 1, 2025

How life insurance funds executive benefit plans

The executive benefits marketplace is a $42 billion market and one of the fastest-growing segments in the industry.

July 1, 2025

Buy-sell agreements and life insurance

Life insurance can secure business transitions and build future confidence.

June 1, 2025

The role of life insurance in disaster preparedness

Life insurance can provide comfort and financial stability after an unpredictable event.

May 1, 2025

Overcoming ‘I need to think about it’

The four most common objections to buying life insurance

April 1, 2025

How partnering with a CPA firm boosted my life insurance practice

Matching the right advisor to the right accounting firm can be challenging, but worth it.

March 1, 2025

Key person insurance: A vital tool for startups

Startup founders may have a lot on their plates as they begin their new venture, but they need this type of coverage.

February 1, 2025

What I wish I knew when I started out in life insurance

A recently retired agent looks back on lessons learned and what newer agents can learn from them.

December 15, 2024

The role of life insurance in estate planning and wealth transfer

Life insurance offers flexibility in estate planning that few other financial instruments can match.

November 1, 2024

Crisis to creativity: Evolving to meet needs of millennials and Gen Z

Life insurance must shake off its reputation as death insurance.

October 1, 2024

The role of life insurance in estate and gift tax exemptions

How life insurance can be an alternative to grandfathering the large federal estate and gift tax exemptions.

September 1, 2024

Life insurance must zoom at the speed of Gen Z

Generation Z has the greatest coverage gap. How can advisors help bridge this disconnect?

August 1, 2024

Building sustainable wealth for high net worth clients

Help high net worth clients use life insurance for tax mitigation.

July 1, 2024

When your client wants to borrow from their life insurance

There are benefits and drawbacks to borrowing from a cash value policy.

June 1, 2024

Would you rather purchase items retail or wholesale?

An analysis of the benefits of paying life insurance premiums through your qualified plan.

May 1, 2024

The importance of life insurance in long-term care planning

Hybrid life insurance is becoming a popular alternative to pay for long-term care.

April 1, 2024

The real cost of volatility-controlled indices in IUL policies

This analysis will help you understand and assess indexed universal life products that are becoming increasingly difficult to compare.

March 1, 2024

Have the life insurance beneficiary discussion now and prevent problems down the road

Asking clients about their beneficiaries can open the door to further discussions about life insurance and financial planning.

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