It’s not the cheeriest topic, but life insurance can play a powerful role in your long-term financial plan. Along with providing a safety net for your loved ones, life insurance can also be a tool to ...

Listen and subscribe to Financial Freestyle on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. It's estimated that only 51% of Americans have invested in life insurance policies, ...

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 ...

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 ...

Generational wealth refers to assets passed down from one generation to another, creating a financial foundation that can create significant financial opportunities for future generations. The ...

When you imagine the wealthiest people you know — whether in real life or on the covers of magazines — you know that hard work or good luck (or a combination of both) likely played a role in building ...

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 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 ...

Europe’s established, high-tax, and heavily regulated environment continues to influence demand for life insurance products ...