Life insurance

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

Accountants should be engaging more deeply with business owner clients’ succession plans.

Premium financing can be a powerful tool, but it must be thoughtfully designed, well underwritten and thoroughly understood.

His analysis underscored how sweeping accounting changes coming in the next few years are raising questions for the life insurance industry.

When partners retire, maintaining client relationships and providing clear expectations are important building blocks for a firm’s sustained success.

Proposed regulations spell out the requirements under the Tax Cuts and Jobs Act, including some new forms.

You’ve no doubt been offered the opportunity to purchase inexpensive term insurance through your association, but what happens when you get older?

Make sure clients understand all the consequences, tax-related and otherwise, before taking action.

The Financial Accounting Standards Board released a long-awaited accounting standards update Wednesday to improve the financial reporting for insurance companies that issue long-duration contracts, such as life insurance, disability income, long-term care and annuities.

Three rules for protecting your clients