Premium finance represents a powerful solution for high-net-worth foreign nationals looking to preserve wealth while ...

Long-term care can cost upwards of $100,000 per year and many expenses are not covered by Medicare or private insurance. Here ...

Retirement is often seen as the finish line, but some bills don't stop when the paychecks do. Even after you've left the ...

Which strategy is best for your legacy goals? Understand the tax implications, benefits and drawbacks of each strategy.

Holistic retirement planning is about more than just accumulating wealth; it’s about aligning your financial strategy with ...

For individual life insurance, you typically select a plan and provide personal information for the provider to use in its underwriting process. (You may have to undergo a medical exam to ...

The focus of this article illustrates why private placement life insurance (“PPLI”) is the best asset to utilize in the “Buy, ...

More Canadians are recognizing the importance of life insurance. In 2020, only 44% of Canadians had life insurance coverage. ...

According to Frank Seneco, president of the advanced life insurance planning firm Seneco Global Advisors, “Since most large insurers lack the capital reserves to cover such significant sums ...

A common questions we hear from clients involves the fate of life insurance proceeds after someone passes away. Specifically, ...