Most Recent Estate Planning Articles

How to prepare your clients for life stages
Article By Carley Meiners
February 9, 2016

Can’t sell life insurance to clients with HIV? True no more
Article By Warren Hersch
February 8, 2016

Addressing beneficiaries in estate planning
Article By Lloyd Lofton
February 1, 2016

Combining an IRA trust and an ILIT
Article By Julius Giarmarco
January 27, 2016

Meet the 10 worst life insurance clients in the world
Article By Bill Coffin
January 25, 2016

7 reasons why one index annuity is a top seller
Article By Daniel W. McDonald
January 14, 2016

New law requires consistency of basis
Article By Julius Giarmarco
December 15, 2015

61 ways to avoid, minimize and resolve inheritance conflict: Part 1
Article By P. Mark Accettura
November 24, 2015

What’s so great about IUL?
Article By Tom Martin
November 19, 2015

All that glitters: 12 points to know about gold and IRAs
Article By Ed Slott
November 11, 2015

Aging in America
Article By Daniel Williams
November 6, 2015

Unplaced life insurance cases: The Walking Dead
Article By Steve Savant
October 28, 2015

4 ways social media is changing insurance
Article By Jon A. Scaman
October 21, 2015

Six prospecting tips for life insurance and annuity sales
Article By Suzy Turner
October 13, 2015

8 uses for life insurance that most consumers are clueless about
Article By Warren Hersch
September 10, 2015

Dave Ramsey's unjust war on whole life insurance
Article By Michael Markey
September 2, 2015

How 10 life insurers got their start
Article By Nichole Morford
September 1, 2015

2015 Advisor of the Year: Eric Scott
Article By Daniel Williams
August 31, 2015

What do balloons and the stocks have in common? They both geometrically inflate
Article By Christopher P. Hill
August 26, 2015

Estate planning, IRS update: Transfers of FLP and FLLC interests require immediate attention
Article By Julius Giarmarco
August 21, 2015

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