Learn more about private placement life insurance and the type of customer it benefits most. Private placement life insurance is a form of cash value life insurance that is typically reserved for the ...

At Investors Preferred, while working with advisors of ultra-high-net-worth (UHNW) clients, we often hear comments of adversity toward the “i-word” (insurance). Why would an UHNW individual or family ...

It seems like every day there is a new “big idea” for shielding both wealth and income from the long reach of the Internal Revenue Service. Surprisingly, the latest hot take on tax reduction and ...