Unfortunately, the SECURE Act of 2019 made it more difficult for the beneficiaries of IRAs and other retirement accounts to ...

The decision to purchase life insurance is often a simple one when you have loved ones who depend on your income. After all, it's important to ensure that your family has what it needs financially ...

Using a life insurance policy with a cash value can provide another income stream during retirement. However, this is a more complex form of retirement saving that you’ll want to approach carefully.

Capital for Life’s IUL Survey 2026 reveals how high-net-worth investors are using Indexed Universal Life for planning, liquidity, and ...

There is no silver bullet when it comes to retirement planning. My most successful retirement clients — wealthy or not — knew that a comfortable retirement would be built around a combination of ...

Though hardly a new concept, the use of cash value life insurance as a tax-advantaged investment for retirement seems to be enjoying a marketing renaissance these days. This particular application of ...

It’s not easy thinking about retirement. Making the right choices now may ease you into your golden years. Choosing a life insurance retirement plan plays a role in your long-term financial strategy.

Life insurance should be a part of many people's retirement plans. However, it should never be your entire retirement income strategy. There is an array of people pitching crazy tax-planning ...