Cancelling burial insurance for forced retirees does not rescue NAMB from financial collapse. It saves a little more than $1 ...
Explore how the Prudent Investor Rule guides fiduciaries in investing trust assets wisely, balancing risk, and safeguarding beneficiaries' interests.
Although the “Big Beautiful Bill” raised the federal estate tax exemption to $15 million per person, state estate taxes have much lower exemptions in many states. Oregon is the lowest, with a $1 ...
LifeSearch, the UK protection advice specialist, just plugged a fully digital trust tool into its self-serve life insurance flow, letting customers buy a policy online and place it in trust in one ...
We used to be a lot more trusting of others. Just a couple of generations ago, Americans reported dramatically higher levels of trust in one another and in their institutions. Surveys from the 1950s ...
Life insurance trusts, particularly irrevocable life insurance trusts (ILITs), can minimize estate taxes and protect your heir's inheritance. By Marguerite Weese, JD, LL.M.
When planning for the future, life insurance is a key component of a well-rounded financial strategy. One type that often goes unnoticed is second-to-die life insurance, or survivorship life insurance ...
With the current government shutdown on the precipice of becoming the longest budget stalemate in history, Sen. James Lankford, R-Okla., wants to know how the Office of Personnel Management plans on ...
David Tobias, Chief Product Officer at Nearmap, is a 20-year insurance veteran with expertise in comprehensive products and solutions. As regulators evaluate their oversight and consumers seek greater ...
Pacific Life was sued on Oct. 14 in North Carolina Superior Court for Lincoln County over alleged misrepresentation and fraud involving indexed universal life insurance policies. The action, brought ...