Are you trying to understand the fees and charges associated with indexed universal life (IUL) insurance?
You’re not alone.
IULs are a popular type of permanent life insurance that provides a death benefit while allowing policyholders to accumulate cash value linked to a stock market index, such as the S&P 500.
Trusts play a pivotal role in estate planning strategies. Read on to learn 4 common types of trusts clients may consider.
What happens when clients have an annuity they’ll never fully spend? Unfortunately, those leftover funds often become a tax burden for beneficiaries. With an annuity maximization strategy, clients can provide their loved …