Few charities promote insurance gifts, and most of them focus only on the transfer of existing life-insurance policies, a speaker told the audience at the annual conference of the National Committee ...

The rise of technology, particularly artificial intelligence, has revolutionized the way professionals identify, connect with and build relationships with potential clients. By leveraging these ...

In today’s competitive wealth management market, it is critical for financial advisors to focus their efforts on acquiring new clients to grow their assets under management, but an equally effective ...

Variable life insurance is a permanent life insurance policy with an investment component. Learn more about how it works and ...