WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more. The ...

In “Is Your Marketing Message Missing the Mark?” I observed that agents in the middle market who use estate planning as a pathway to sales were wasting their time. That’s because the merely well-to-do ...

Let's be honest, in our world of insurance and finance, we often operate in our lanes. However, something I've learned throughout my career is the immense power of connection, especially when it comes ...

If an irrevocable life insurance trust is the owner and beneficiary of a policy you can keep the death benefit out of your estate. Having a trust as a beneficiary of a life insurance policy can also ...

Next year, the threshold for federal income-tax exemptions for estate, gift and generation-skipping transfer taxes will start to increase dramatically. While that may be good news for some clients, ...

Life insurance is commonly purchased to provide financial support for the policyholder’s loved ones in the event of an untimely passing. It acts as a legacy planning tool that can provide funds for ...

As life evolves your estate plan needs to be updated. Life events such as moving, getting a new job, having a child or grandchild, selling a major asset, or experiencing a medical condition can ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and ...

WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more. A ...