Life insurance for the affluent offers tax-free inheritance, investment growth, and wealth protection. Discover these ...

Capital for Life’s IUL Survey 2026 reveals how high-net-worth investors are using Indexed Universal Life for planning, liquidity, and ...

Wealth isn’t always as cut and dry as it seems. Between private businesses, investment properties, or rare collections, not all wealth is ready to cash out at the drop of a hat. Whether it’s estate ...

Certain kinds of insurance can feel like expensive wastes of money, but investing in one variety could actually increase your wealth in the long term.

Strong client and adviser demand has led to the launch of a new product for high-net-worth individuals, Triangle Global Harmony. The new offer by a Bermuda-based company, Triangle Life Insurance Co ...

The statistics are sobering. Studies show that 70% of wealthy families lose their wealth by the second generation, and 90% have depleted it by the third. Despite decades of hard work building ...

An integral part of the financial planning process is understanding what your client needs, versus what’s a nice-to-have.