The great wealth transfer is reshaping the financial landscape, as Cerulli Associates estimates that $124 trillion is set to transfer through 2048. The implications for the financial services industry ...

Life insurance, often viewed as a simple death benefit, serves a far more sophisticated purpose in the portfolios of wealthy individuals. While most people see it as a way to provide for loved ones ...

Life insurance and 401(k) retirement plans are two financial tools that serve distinct purposes in wealth management. Life insurance is a tool designed to provide a financial safety net for ...

Insurance is often seen as a safety net — a means to protect against life’s uncertainties. However, it can also play a crucial role in building wealth for your family. The right insurance strategies ...

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 ...

Most people recognize life insurance’s primary purpose of providing a death benefit to their loved ones and other beneficiaries. However, certain policies can also serve as valuable tools for wealth ...

Munich Re Ventures: Industry-leading reinsurer backing Amplify’s underwriting capabilities and providing access to cutting-edge automated risk models Fintech Collaborations: Potential for integration ...

With the rise of algorithm-driven life insurance platforms, many families are lured in by attractively low quotes — only to be approved at rates nearly double the original estimate. This ...

The number of high net worth individuals doubled between 2010 and 2022 in North America, Europe, Asia and the Pacific, according to Statista. This trend is expected to continue. The growth of the high ...

Both Roth IRAs and life insurance policies can provide access to tax-free income in retirement. Roth IRAs have income limits, and gains generally can’t be accessed without penalty before age 59½. The ...