It’s not the cheeriest topic, but life insurance can play a powerful role in your long-term financial plan. Along with providing a safety net for your loved ones, life insurance can also be a tool to ...

Wealthy families protect their money with tools like trusts, life insurance and diversification — strategies everyday people can use too.

Indexed Universal Life (IUL) insurance policies are increasingly recognized for their distinct role in comprehensive financial planning, particularly among those focused on long-term wealth building ...

Private placement life insurance unlocks tax-deferred investments in hedge funds, private equity, and more. The "buy, borrow, die" strategy allows the wealthy to avoid capital gains tax indefinitely.