In his latest research, economist Roger Ibbotson argues that fixed indexed annuities have the potential to outperform bonds in the near future and smooth the return pattern of a portfolio.

A healthy combination of skepticism and analysis is needed.

There’s an increased chance that these policies will die of neglect.

Three rules to remember for layering in a basic level of protections for your clients.

Balance risks and rewards.

Perhaps the standard term insurance plan and ILIT should give way to a more robust vehicle.

After tax reform, the only certainty is ambiguity.

Direct and indirect changes create new and interesting life insurance planning opportunities.

Lighten the financial burden for high-net-worth individuals who wish to pass on their assets to their children.

By scratching under the surface, smarter decisions can be reached.