Life insurance is a contractual agreement between an individual (the policyholder) and an insurance company. Under the ...

Stephen Grossman, Life and Disability Analyst (CA License #0H64567) and founder of SB Pensions, will present advanced risk mitigation and liquidity strategies for real estate investors at a private ...

With current estate-tax rules set to expire at the end of next year, life insurance could help heirs to some high net worth clients avoid bigger costs and payments to Uncle Sam in the future.

One area of our practice that’s gaining increasing attention is U.S. life insurance planning for foreign national clients with U.S. situs assets. These assets could be exposed to future gift and ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

Life insurance is commonly purchased to protect against the loss of future earnings if someone unexpectedly passes away. The most familiar type of policy for this purpose is term life insurance, which ...

Life insurance is commonly purchased to provide financial support for the policyholder’s loved ones in the event of an untimely passing. It acts as a legacy planning tool that can provide funds for ...

Scott Bundy, MD, FACR, is CEO and Chair of the Strategic Radiology coalition of 38 independent private radiology practices. Strategic Radiology's captive health insurance plan was recognized for its ...

Explore the impact of rising healthcare costs on your retirement. Learn strategies for financial planning to maintain ...

High costs of long-term care necessitate discussions with clients of strategies to most effectively cover this contingency.

Learn strategies to identify and manage business risks, from financial to personnel, with expert insights for minimizing damage and ensuring operational continuity.