In today’s complex business landscape, advisors play a vital role in guiding business owners through critical transitions, and succession planning is paramount among business owners’ concerns. While ...

Closely held businesses routinely use life insurance to fund buy-sell obligations when an owner dies. The logic is simple: the company or surviving owners need liquidity to effect redemptions or ...

Insurance can help affluent families with estate planning, tax mitigation and building a legacy for future generations ...

Sam Henry, CEO of WealthSmyth, a fast-growing AI platform transforming life and annuities distribution. 25 years in tech leadership. What if the benchmark for AI wasn’t beating humans at chess, ...