Ladenburg Thalmann Financial Services (NYSE MKT: LTS) has acquired Highland Capital Brokerage, a wholesale life insurance brokerage based in Birmingham, Ala., for $42 million. The company says the acquisition will provide Ladenburg’s 2,800...
Wealthy individuals and families interested in tax-efficient investing are increasingly drawn to the benefits associated with Private Placement Variable Annuity (PPVA) Investment Accounts. This article provides an overview of PPVA Investment...
The life insurance settlement has come a long way in the past 20 years. It has shed some of its misconceptions while becoming more mainstream, and each year the industry continues its evolution. Today, life settlement companies perform...
Trusts & Estates relies on its editorial advisory board to help screen articles. In addition to authoring pieces, the board provides valuable behind-the-scenes work to make sure that T&E provides you with high quality...
There’s an old rule of thumb that suggests you’ll spend 20 percent to 30 percent less money after you retire. However, recent research shows that baby boomers are actively maintaining or even increasing their spending, especially early in retirem...
