Life insurance

Mechanics Bank in Walnut Creek, California, has signed up to be Inclined's first partner.

In a third alternative to an often vexing choice, the pension holder obtains enough life insurance to elect the single life pension at retirement.

Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.

Policies held in grantor trusts would be subject to estate tax under Democrats’ plan, the latest blow to wealth management for the affluent.

Even professionals such as accountants and attorneys who may serve as trustees are unaware of the numerous risks that life insurance policies carry.

Using private placement life insurance to avoid taxes is getting more popular, some financial advisors say.

Once the cost of coverage is accounted for, the implied rate of return for investing through a return of premium term policy can be quite attractive, Derek Tharp writes.

Permanent life insurance has a bad reputation. Here’s what financial advisors think about its potential for retirement planning if taxes rise under Biden.

Companies that connect advisors and carriers are seeing a surge in use.

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.