As part of an asset review process, an advisor recently asked us to complete valuations on three life insurance policies owned by his client to identify available options that might create liquidity to meet other insurance needs and financial...
MetLife said goodbye to its insurance agents this week, with the announcement to sell its Premier Client Group to MassMutual for about $300 million. The move could lead other insurers to divest their captive broker/dealers, as they focus their...
Although recent tax law changes have alleviated some of the need family businesses have for liquidity at death, life insurance still has a key role to play in succession planning.
MetLife is in discussions to sell its U.S. advisor force to MassMutual Financial Group, the company announced Thursday morning. No timetable has been set for an agreement, MassMutual said in a statement. MetLife has 4,000 advisors, according to...