Start building savings, managing debt and investing early in your 20s and 30s. Maximize retirement contributions and refine long-term strategies in your 40s and 50s. In retirement, shift focus to ...

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.

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 ...

There’s a common misconception that life insurance is only useful after someone dies. But modern policies can offer powerful ...

Many misconceptions surround life insurance — by clients, financial advisors, and agents alike. Financial advisors can help communicate the versatility of life insurance to their clients and help them ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax ...

Ever find yourself exhausted between 5 a.m. wake-ups and midnight emails, wondering if success is costing more than it's worth? You’re not alone. According to a Deloitte survey, 75% of C-suite leaders ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min A wealth-management expert says ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. At United Community, we believe the most important ...

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 ...