When the Tax Reform Act of 1986 became law, most financial professionals saw what they had lost—deductions, shelters, and loopholes. A few saw something entirely different. Buried deep in that ...

Insurance can help affluent families with estate planning, tax mitigation and building a legacy for future generations ...

“Unless there’s a need for liquidity, we don’t want our clients putting money into permanent life insurance. We want that money here as assets under management.” I first heard that said over 30 years ...

Permanent life insurance generally provides coverage for your entire life and builds tax-deferred cash value. There are several types of permanent life insurance, including whole life insurance and ...