Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Vikki Velasquez is a researcher and writer who has managed, ...

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

Should you name your living trust as the beneficiary of your life insurance policy? Is it better to name specific individuals as direct beneficiaries? This decision can have significant implications ...

Ultimately, life insurance works best when it is approached as part of a broader financial strategy rather than a one-time ...

Your clients’ beneficiary designations are probably wrong. Not because they made bad decisions, but because they made them once and never looked again. Life changed. Their estate plan changed. The Tax ...

Indexed universal life (IUL) insurance ties cash value growth to market indexes, offering potential for higher returns than ...

A life insurance beneficiary, which can be a person, trust, estate or charity, receives the death benefit from a policy. You can name one or more people as your beneficiary. It’s important to promptly ...