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life insurance

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Five smart ways to transfer wealth to your children, grandchildren

The idea that parents or grandparents leave money to family members through their will is becoming outdated

August 22, 2022
Estate Planning

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Thrill-seeking CEOs present dilemmas to their firms, families

How to mitigate the risks of leaders who want to pilot planes, climb peaks and scuba dive in far-off places

February 3, 2022
Life & Family

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Thinking outside the credit box: Benefiting from competition in the insurance lending sector

Alternative lenders suit HNW people who value flexibility and don’t want to be treated as a transaction

January 11, 2022
Commentary

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A life insurance strategy that frees up cash for other investments

The Immediate Financing Arrangement is a useful tactic for individuals or business owners

October 19, 2021
Commentary

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Debut of Purpose Longevity fund brings back an old-school strategy

Combining the new fund with universal life insurance puts an effective estate plan in place

July 20, 2021
Commentary

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Life insurance offers untapped potential in high-net-worth planning

Sophisticated advisers begin to value life insurance as a central building block for capital preservation and wealth transfer

July 5, 2021
Commentary

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