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 ...

The insurance presentation, including the presentation page, may be generated. “In some aspects, the plurality of insurance presentations may comprise a plurality of insurance quotation presentations.

Taxes are in play again. And then they’re not. Income tax, wealth transfer tax and the income tax aspects of wealth transfer planning were all in play, with near-term effective dates that had estate ...