Whether you’re buying out a partner or retaining a star employee, the right life insurance can be a versatile financial tool ...

August is National Black Business Month. Black-owned businesses play a significant role in strengthening the Black community. We chatted with WFG Financial Professional Tammy Fraser and Nationwide ...

A client who has a personally owned life insurance policy comes to you. You convince her to either sell or gift the policy to an irrevocable life insurance trust (ILIT). You need to get the value of ...

In “Is Your Marketing Message Missing the Mark?” I observed that agents in the middle market who use estate planning as a pathway to sales were wasting their time. That’s because the merely well-to-do ...