Borderline Life Settlement Cases: It Can't Hurt to Try
By Robin S. Weinberger and Peter N. KatzPolicies can be easy to sell, impossible to sell or somewhere in between.
March 25, 2025
When to Consider a Stock Redemption Agreement for ClientsThe Supreme Court's Connelly ruling puts the buy-sell landscape in a different light.
March 25, 2025
How to Cure What Ails Indexed Universal LifeAn IUL strategist makes the case that tracking technology can make policies live up to expectations.
March 25, 2025
How to Keep Women as Clients for the Long HaulSome have boots made for walking. You might want to work on that.
March 21, 2025
9 Good Reasons, and 4 Bad Ones, to Become a ManagerManagement is a great career track, but it’s not for everyone. Don't make the move with misguided ideas.
March 21, 2025
Expect a Significant Shift Under a Paul Atkins SECThe next four years will present a host of new regulatory policies for advisors to understand and implement.
March 06, 2025
How to Hit Reset on Your 2025 Growth GoalsEvery day is a chance to start a better year.
March 06, 2025
3 Keys to Tax-Efficient PortfoliosTax planning should not be an annual event but a matter of year-round strategy.
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