In my article “Life Insurance Policy Themes for 2023,” I suggested a tweak in what I called the “discourse” among agents and others in the life insurance business. The tweak was to talk less about why ...

Advanced Markets, often considered the next-level sales catalyst for high performing financial professionals, is undergoing a remarkable upheaval. An evolution in business models, regulation, ...

The life division at Sammons ® Financial Group, comprised of Midland National and North American, has always supported policies in the advanced sales space. In 2022, after a year of record sales, a ...

In an industry traditionally governed by legacy systems and manual processes, Sridhar Reddy Kakulavaram stands out as a transformative leader, spearheading the integration of Artificial Intelligence ...

So-called “advanced” life insurance planning is focused largely, but not exclusively, on providing estate tax-free liquidity at the lowest possible income, gift and generation-skipping transfer (GST) ...

Frank Seneco is founder and president of Seneco & Associates Inc., an advanced life insurance boutique in New Haven, Connecticut, catering to the exceptionally wealthy. Seneco has been providing ...

Life insurance can be a powerful solution for some of the needs and wants of wealthy families. It can be used to address inheritance taxes, provide cash in the future and address several business ...

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