For wealthy families with complex financial lives, protection often starts with trusts, estate plans, and tax-optimized investment strategies. But one critical area is still routinely overlooked: ...

Let's be honest, in our world of insurance and finance, we often operate in our lanes. However, something I've learned throughout my career is the immense power of connection, especially when it comes ...

What Is Post-Divorce Insurance Planning? Divorce can bring about significant changes in your life, and insurance planning is an important aspect to consider during this transition. Post-Divorce ...

Talking about death is difficult, but deciding what happens to your belongings afterward is essential. And for business owners, the stakes are higher: Without a plan, both personal assets and a ...

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 ...