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With the passage of the One Big Beautiful Bill Act (OBBBA), agents working in a certain segment of the high-net-worth market may have lost their estate liquidity sales. Moreover, they could find that ...

In “Is Your Marketing Message Missing the Mark?” I observed that agents in the middle market who use estate planning as a pathway to sales were wasting their time. That’s because the merely well-to-do ...

The life insurance industry may be at a pivotal juncture—one characterized by significant shifts in generational dynamics. Recent data from the 2024 Insurance Barometer Study by Life Happens and LIMRA ...