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"life insurance"

    Product R + D

    Whole Life Insurance as an Asset Class: 10 Things to Consider

    by Josh Martin September 22, 2023
    written by Josh Martin

    Updated March 18, 2025, at 4:05 PM

    In today’s uncertain economic climate, investors are always looking for stable asset classes to safeguard their financial future. But one potential investment gem often goes overlooked.

    Whole life insurance is a type of permanent life insurance that provides coverage for the insured’s entire lifetime as long as premiums are paid. Additionally, whole life insurance builds cash value over time and offers both a death benefit and an investment component.

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    September 22, 2023
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  • Product R + D

    AG 49-B & Life Insurance Illustrations: What You Need to Know

    by Scott Hall April 20, 2023
    by Scott Hall April 20, 2023

    Updated August 6, 2024, at 3:10 PM Major change is coming in the world of indexed universal life (IUL). In May 2023, the next round of revisions to Actuarial Guideline XLIX (AG …

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  • Product R + D

    Succession Planning for Family Business: Estate Equalization [Using Life Insurance]

    by Dave Henry September 28, 2022
    by Dave Henry September 28, 2022

    Updated March 18, 2025, at 12:12 PM Succession planning for a family business is often top-of-mind for business-owning clients as they near retirement. And for good reason. Family business succession plans are …

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